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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 | $226,939 | $159,978+41.9% | $147,041+54.3% | $145,978+55.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.11% | 98.36%-84.3pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $2,097 | $5,288-60.4% | $4,935-57.5% | $4,662-55.0% |
| Participant deferral / active EE | $4,075 | $8,429-51.7% | $8,071-49.5% | $6,690-39.1% |
| Admin fee / account holder | $1,673 | $15,053-88.9% | $13,006-87.1% | $13,400-87.5% |