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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 | $242,042 | $160,070+51.2% | $147,117+64.5% | $145,897+65.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.78% | 98.69%-88.9pp | 420.54%-410.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,076 | $5,285-60.7% | $4,932-57.9% | $4,663-55.5% |
| Participant deferral / active EE | $15,333 | $8,419+82.1% | $8,065+90.1% | $6,689+129.2% |
| Admin fee / account holder | $1,165 | $15,035-92.3% | $12,993-91.0% | $13,390-91.3% |