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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 | $175,330 | $176,077-0.4% | $159,455+10.0% | $167,518+4.7% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 14.93% | 331.83%-316.9pp | 263.63%-248.7pp | 478.71%-463.8pp |
| Employer contribution / active EE | $1,427 | $5,298-73.1% | $4,830-70.5% | $4,838-70.5% |
| Participant deferral / active EE | $9,861 | $7,751+27.2% | $7,353+34.1% | $6,342+55.5% |
| Admin fee / account holder | $1,613 | $12,556-87.2% | $10,800-85.1% | $12,312-86.9% |