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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 | $198,741 | $160,040+24.2% | $147,096+35.1% | $145,877+36.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.78% | 98.49%-84.7pp | 419.75%-406.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,000 | $5,289-62.2% | $4,936-59.5% | $4,663-57.1% |
| Participant deferral / active EE | $11,250 | $8,429+33.5% | $8,071+39.4% | $6,691+68.1% |
| Admin fee / account holder | $3,986 | $15,050-73.5% | $13,005-69.4% | $13,402-70.3% |