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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 | $238,680 | $160,070+49.1% | $147,117+62.2% | $145,897+63.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.17% | 98.69%-81.5pp | 420.54%-403.4pp | 552.29%-535.1pp |
| Employer contribution / active EE | $2,024 | $5,285-61.7% | $4,932-59.0% | $4,663-56.6% |
| Participant deferral / active EE | $7,509 | $8,419-10.8% | $8,065-6.9% | $6,689+12.3% |
| Admin fee / account holder | $5,217 | $15,035-65.3% | $12,993-59.8% | $13,390-61.0% |