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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 | $213,585 | $160,040+33.5% | $147,096+45.2% | $145,877+46.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.48% | 98.49%-78.0pp | 419.75%-399.3pp | 551.28%-530.8pp |
| Employer contribution / active EE | $4,849 | $5,289-8.3% | $4,936-1.8% | $4,663+4.0% |
| Participant deferral / active EE | $6,654 | $8,429-21.1% | $8,071-17.6% | $6,691-0.5% |
| Admin fee / account holder | $3,842 | $15,050-74.5% | $13,005-70.5% | $13,402-71.3% |