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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 | $223,647 | $176,105+27.0% | $159,474+40.2% | $167,536+33.5% |
| Participation rate | 52.2% | 85.0%-32.8pp | 82.8%-30.7pp | 82.1%-29.9pp |
| Annual return | 17.28% | 331.91%-314.6pp | 263.68%-246.4pp | 478.82%-461.5pp |
| Employer contribution / active EE | $1,736 | $5,299-67.2% | $4,831-64.1% | $4,839-64.1% |
| Participant deferral / active EE | $5,075 | $7,751-34.5% | $7,353-31.0% | $6,342-20.0% |
| Admin fee / account holder | $12,747 | $12,559+1.5% | $10,802+18.0% | $12,315+3.5% |