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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 | $246,264 | $160,070+53.8% | $147,117+67.4% | $145,897+68.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.73% | 98.69%-83.0pp | 420.54%-404.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $3,395 | $5,285-35.8% | $4,932-31.2% | $4,663-27.2% |
| Participant deferral / active EE | $8,400 | $8,419-0.2% | $8,065+4.2% | $6,689+25.6% |
| Admin fee / account holder | $4,562 | $15,035-69.7% | $12,993-64.9% | $13,390-65.9% |