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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,890 | $160,070+39.9% | $147,117+52.2% | $145,897+53.5% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.2%-20.3pp | 80.3%-18.4pp |
| Annual return | 18.34% | 98.69%-80.3pp | 420.54%-402.2pp | 552.29%-534.0pp |
| Employer contribution / active EE | $2,368 | $5,285-55.2% | $4,932-52.0% | $4,663-49.2% |
| Participant deferral / active EE | $4,392 | $8,419-47.8% | $8,065-45.5% | $6,689-34.3% |
| Admin fee / account holder | $556 | $15,035-96.3% | $12,993-95.7% | $13,390-95.9% |