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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 | $200,257 | $159,978+25.2% | $147,041+36.2% | $145,978+37.2% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 11.26% | 98.36%-87.1pp | 419.21%-408.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $2,078 | $5,288-60.7% | $4,935-57.9% | $4,662-55.4% |
| Participant deferral / active EE | $4,492 | $8,429-46.7% | $8,071-44.3% | $6,690-32.9% |
| Admin fee / account holder | $1,442 | $15,053-90.4% | $13,006-88.9% | $13,400-89.2% |