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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 | $234,584 | $160,028+46.6% | $147,080+59.5% | $145,884+60.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.67% | 98.60%-80.9pp | 420.17%-402.5pp | 551.85%-534.2pp |
| Employer contribution / active EE | $18,750 | $5,286+254.7% | $4,933+280.1% | $4,662+302.2% |
| Participant deferral / active EE | $11,500 | $8,422+36.5% | $8,066+42.6% | $6,690+71.9% |
| Admin fee / account holder | $4,878 | $15,030-67.5% | $12,989-62.4% | $13,392-63.6% |