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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 | $160,070+51.3% | $147,117+64.6% | $145,897+66.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 13.19% | 98.69%-85.5pp | 420.54%-407.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,145 | $5,285-78.3% | $4,932-76.8% | $4,663-75.4% |
| Participant deferral / active EE | $7,615 | $8,419-9.6% | $8,065-5.6% | $6,689+13.8% |
| Admin fee / account holder | $2,773 | $15,035-81.6% | $12,993-78.7% | $13,390-79.3% |