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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 | $205,489 | $160,070+28.4% | $147,117+39.7% | $145,897+40.8% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 15.85% | 98.69%-82.8pp | 420.54%-404.7pp | 552.29%-536.4pp |
| Employer contribution / active EE | $3,536 | $5,285-33.1% | $4,932-28.3% | $4,663-24.2% |
| Participant deferral / active EE | $5,641 | $8,419-33.0% | $8,065-30.1% | $6,689-15.7% |
| Admin fee / account holder | $19,893 | $15,035+32.3% | $12,993+53.1% | $13,390+48.6% |