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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 | $190,637 | $160,070+19.1% | $147,117+29.6% | $145,897+30.7% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.2%-43.3pp | 80.3%-41.4pp |
| Annual return | 11.42% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,146 | $5,285-78.3% | $4,932-76.8% | $4,663-75.4% |
| Participant deferral / active EE | $2,655 | $8,419-68.5% | $8,065-67.1% | $6,689-60.3% |
| Admin fee / account holder | $2,405 | $15,035-84.0% | $12,993-81.5% | $13,390-82.0% |