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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 | $197,607 | $160,070+23.5% | $147,117+34.3% | $145,897+35.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.03% | 98.69%-85.7pp | 420.54%-407.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $5,802 | $5,285+9.8% | $4,932+17.6% | $4,663+24.4% |
| Participant deferral / active EE | $15,447 | $8,419+83.5% | $8,065+91.5% | $6,689+130.9% |
| Admin fee / account holder | $1,469 | $15,035-90.2% | $12,993-88.7% | $13,390-89.0% |