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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 | $235,875 | $160,040+47.4% | $147,096+60.4% | $145,877+61.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.28% | 98.49%-88.2pp | 419.75%-409.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,722 | $5,289-67.4% | $4,936-65.1% | $4,663-63.1% |
| Participant deferral / active EE | $5,098 | $8,429-39.5% | $8,071-36.8% | $6,691-23.8% |
| Admin fee / account holder | $8,750 | $15,050-41.9% | $13,005-32.7% | $13,402-34.7% |