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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 | $175,391 | $160,028+9.6% | $147,080+19.2% | $145,884+20.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.88% | 98.60%-81.7pp | 420.17%-403.3pp | 551.85%-535.0pp |
| Employer contribution / active EE | $6,489 | $5,286+22.8% | $4,933+31.5% | $4,662+39.2% |
| Participant deferral / active EE | $13,915 | $8,422+65.2% | $8,066+72.5% | $6,690+108.0% |
| Admin fee / account holder | $655 | $15,030-95.6% | $12,989-95.0% | $13,392-95.1% |