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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 | $242,139 | $160,040+51.3% | $147,096+64.6% | $145,877+66.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 13.19% | 98.49%-85.3pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,145 | $5,289-78.3% | $4,936-76.8% | $4,663-75.4% |
| Participant deferral / active EE | $7,615 | $8,429-9.7% | $8,071-5.7% | $6,691+13.8% |
| Admin fee / account holder | $2,773 | $15,050-81.6% | $13,005-78.7% | $13,402-79.3% |