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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 | $208,411 | $160,070+30.2% | $147,117+41.7% | $145,897+42.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 9.77% | 98.69%-88.9pp | 420.54%-410.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,510 | $5,285-71.4% | $4,932-69.4% | $4,663-67.6% |
| Participant deferral / active EE | $3,890 | $8,419-53.8% | $8,065-51.8% | $6,689-41.8% |
| Admin fee / account holder | $1,049 | $15,035-93.0% | $12,993-91.9% | $13,390-92.2% |