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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 | $173,755 | $160,070+8.5% | $147,117+18.1% | $145,897+19.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 13.12% | 98.69%-85.6pp | 420.54%-407.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,225 | $5,285-39.0% | $4,932-34.6% | $4,663-30.8% |
| Participant deferral / active EE | $7,983 | $8,419-5.2% | $8,065-1.0% | $6,689+19.3% |
| Admin fee / account holder | $7,922 | $15,035-47.3% | $12,993-39.0% | $13,390-40.8% |