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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 | $227,639 | $160,040+42.2% | $147,096+54.8% | $145,877+56.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 31.50% | 98.49%-67.0pp | 419.75%-388.2pp | 551.28%-519.8pp |
| Employer contribution / active EE | $12,152 | $5,289+129.7% | $4,936+146.2% | $4,663+160.6% |
| Participant deferral / active EE | $17,017 | $8,429+101.9% | $8,071+110.8% | $6,691+154.3% |
| Admin fee / account holder | $2,382 | $15,050-84.2% | $13,005-81.7% | $13,402-82.2% |