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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 | $244,215 | $160,040+52.6% | $147,096+66.0% | $145,877+67.4% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.2%-37.2pp | 80.3%-35.3pp |
| Annual return | 12.37% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,129 | $5,289-40.9% | $4,936-36.6% | $4,663-32.9% |
| Participant deferral / active EE | $7,283 | $8,429-13.6% | $8,071-9.8% | $6,691+8.8% |
| Admin fee / account holder | $1,318 | $15,050-91.2% | $13,005-89.9% | $13,402-90.2% |