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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 | $237,213 | $160,040+48.2% | $147,096+61.3% | $145,877+62.6% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 23.27% | 98.49%-75.2pp | 419.75%-396.5pp | 551.28%-528.0pp |
| Employer contribution / active EE | $1,309 | $5,289-75.3% | $4,936-73.5% | $4,663-71.9% |
| Participant deferral / active EE | $3,984 | $8,429-52.7% | $8,071-50.6% | $6,691-40.5% |
| Admin fee / account holder | $13,930 | $15,050-7.4% | $13,005+7.1% | $13,402+3.9% |