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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 | $178,251 | $175,259+1.7% | $149,723+19.1% | $139,487+27.8% |
| Participation rate | 58.3% | 83.4%-25.1pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 19.98% | 166.82%-146.8pp | 134.50%-114.5pp | 373.84%-353.9pp |
| Employer contribution / active EE | $1,703 | $5,478-68.9% | $4,821-64.7% | $4,755-64.2% |
| Participant deferral / active EE | $4,568 | $6,522-30.0% | $5,682-19.6% | $6,713-32.0% |
| Admin fee / account holder | $1,327 | $16,158-91.8% | $13,215-90.0% | $11,407-88.4% |