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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 | $187,720 | $160,070+17.3% | $147,117+27.6% | $145,897+28.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 22.14% | 98.69%-76.5pp | 420.54%-398.4pp | 552.29%-530.2pp |
| Employer contribution / active EE | $4,337 | $5,285-17.9% | $4,932-12.1% | $4,663-7.0% |
| Participant deferral / active EE | $26,750 | $8,419+217.7% | $8,065+231.7% | $6,689+299.9% |
| Admin fee / account holder | $7,617 | $15,035-49.3% | $12,993-41.4% | $13,390-43.1% |