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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 | $171,800 | $165,399+3.9% | $149,745+14.7% | $158,982+8.1% |
| Participation rate | 46.7% | 84.6%-37.9pp | 82.5%-35.8pp | 82.0%-35.3pp |
| Annual return | 13.05% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-289.9pp |
| Employer contribution / active EE | $1,946 | $5,105-61.9% | $4,646-58.1% | $4,763-59.2% |
| Participant deferral / active EE | $5,611 | $7,183-21.9% | $6,843-18.0% | $5,983-6.2% |
| Admin fee / account holder | $14,394 | $10,811+33.1% | $9,312+54.6% | $11,252+27.9% |