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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 | $237,716 | $160,040+48.5% | $147,096+61.6% | $145,877+63.0% |
| Participation rate | 52.2% | 84.0%-31.8pp | 82.2%-30.0pp | 80.3%-28.1pp |
| Annual return | 12.95% | 98.49%-85.5pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,248 | $5,289-76.4% | $4,936-74.7% | $4,663-73.2% |
| Participant deferral / active EE | $3,047 | $8,429-63.8% | $8,071-62.2% | $6,691-54.5% |
| Admin fee / account holder | $1,199 | $15,050-92.0% | $13,005-90.8% | $13,402-91.1% |