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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 | $177,036 | $160,028+10.6% | $147,080+20.4% | $145,884+21.4% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 13.64% | 98.60%-85.0pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $3,668 | $5,286-30.6% | $4,933-25.6% | $4,662-21.3% |
| Participant deferral / active EE | $10,060 | $8,422+19.4% | $8,066+24.7% | $6,690+50.4% |
| Admin fee / account holder | $4,434 | $15,030-70.5% | $12,989-65.9% | $13,392-66.9% |