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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 | $213,819 | $166,268+28.6% | $165,100+29.5% | $145,897+46.6% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 10.72% | 100.52%-89.8pp | 70.21%-59.5pp | 552.29%-541.6pp |
| Employer contribution / active EE | $2,020 | $5,284-61.8% | $4,348-53.5% | $4,663-56.7% |
| Participant deferral / active EE | $4,258 | $6,964-38.9% | $6,035-29.4% | $6,689-36.3% |
| Admin fee / account holder | $42,264 | $16,659+153.7% | $12,696+232.9% | $13,390+215.6% |