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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 | $203,456 | $160,070+27.1% | $147,117+38.3% | $145,897+39.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.82% | 98.69%-85.9pp | 420.54%-407.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,785 | $5,285-66.2% | $4,932-63.8% | $4,663-61.7% |
| Participant deferral / active EE | $2,699 | $8,419-67.9% | $8,065-66.5% | $6,689-59.6% |
| Admin fee / account holder | $763 | $15,035-94.9% | $12,993-94.1% | $13,390-94.3% |