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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 | $159,978+10.7% | $147,041+20.4% | $145,978+21.3% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.7pp | 80.3%-11.9pp |
| Annual return | 13.64% | 98.36%-84.7pp | 419.21%-405.6pp | 550.52%-536.9pp |
| Employer contribution / active EE | $3,668 | $5,288-30.6% | $4,935-25.7% | $4,662-21.3% |
| Participant deferral / active EE | $10,060 | $8,429+19.4% | $8,071+24.6% | $6,690+50.4% |
| Admin fee / account holder | $4,434 | $15,053-70.5% | $13,006-65.9% | $13,400-66.9% |