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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 | $179,889 | $160,070+12.4% | $147,117+22.3% | $145,897+23.3% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 10.04% | 98.69%-88.6pp | 420.54%-410.5pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,202 | $5,285-77.3% | $4,932-75.6% | $4,663-74.2% |
| Participant deferral / active EE | $2,914 | $8,419-65.4% | $8,065-63.9% | $6,689-56.4% |
| Admin fee / account holder | $471 | $15,035-96.9% | $12,993-96.4% | $13,390-96.5% |