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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 | $201,595 | $176,105+14.5% | $159,474+26.4% | $167,536+20.3% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 10.04% | 331.91%-321.9pp | 263.68%-253.6pp | 478.82%-468.8pp |
| Employer contribution / active EE | $2,616 | $5,299-50.6% | $4,831-45.8% | $4,839-45.9% |
| Participant deferral / active EE | $5,014 | $7,751-35.3% | $7,353-31.8% | $6,342-21.0% |
| Admin fee / account holder | $1,853 | $12,559-85.2% | $10,802-82.8% | $12,315-85.0% |