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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 | $194,825 | $171,492+13.6% | $150,734+29.3% | $198,609-1.9% |
| Participation rate | 56.5% | 81.4%-24.9pp | 78.4%-21.9pp | 82.4%-25.9pp |
| Annual return | 9.74% | 804.70%-795.0pp | 600.81%-591.1pp | 202.70%-193.0pp |
| Employer contribution / active EE | $1,627 | $5,470-70.3% | $4,918-66.9% | $5,055-67.8% |
| Participant deferral / active EE | $6,724 | $6,259+7.4% | $5,610+19.9% | $6,977-3.6% |
| Admin fee / account holder | $4,192 | $17,628-76.2% | $14,905-71.9% | $19,030-78.0% |