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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 | $208,792 | $160,028+30.5% | $147,080+42.0% | $145,884+43.1% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 18.25% | 98.60%-80.3pp | 420.17%-401.9pp | 551.85%-533.6pp |
| Employer contribution / active EE | $2,084 | $5,286-60.6% | $4,933-57.8% | $4,662-55.3% |
| Participant deferral / active EE | $5,215 | $8,422-38.1% | $8,066-35.4% | $6,690-22.1% |
| Admin fee / account holder | $1,186 | $15,030-92.1% | $12,989-90.9% | $13,392-91.1% |