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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 | $205,966 | $148,582+38.6% | $135,942+51.5% | $139,456+47.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 19.46% | 79.26%-59.8pp | 68.28%-48.8pp | 373.45%-354.0pp |
| Employer contribution / active EE | $2,600 | $5,245-50.4% | $4,858-46.5% | $4,753-45.3% |
| Participant deferral / active EE | $9,000 | $8,101+11.1% | $7,759+16.0% | $6,711+34.1% |
| Admin fee / account holder | $2,983 | $12,402-75.9% | $10,764-72.3% | $11,407-73.8% |