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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 | $213,452 | $160,028+33.4% | $147,080+45.1% | $145,884+46.3% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 18.49% | 98.60%-80.1pp | 420.17%-401.7pp | 551.85%-533.4pp |
| Employer contribution / active EE | $3,567 | $5,286-32.5% | $4,933-27.7% | $4,662-23.5% |
| Participant deferral / active EE | $8,045 | $8,422-4.5% | $8,066-0.3% | $6,690+20.3% |
| Admin fee / account holder | $4,179 | $15,030-72.2% | $12,989-67.8% | $13,392-68.8% |