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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 | $202,657 | $177,353+14.3% | $158,226+28.1% | $198,609+2.0% |
| Participation rate | 61.1% | 77.0%-15.9pp | 74.8%-13.7pp | 82.4%-21.3pp |
| Annual return | 17.83% | 599.50%-581.7pp | 501.41%-483.6pp | 202.70%-184.9pp |
| Employer contribution / active EE | $1,109 | $3,239-65.7% | $2,986-62.8% | $5,055-78.1% |
| Participant deferral / active EE | $5,487 | $4,615+18.9% | $4,317+27.1% | $6,977-21.3% |
| Admin fee / account holder | $12,506 | $10,960+14.1% | $10,217+22.4% | $19,030-34.3% |