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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 | $210,763 | $176,105+19.7% | $159,474+32.2% | $167,536+25.8% |
| Participation rate | 46.7% | 85.0%-38.3pp | 82.8%-36.2pp | 82.1%-35.4pp |
| Annual return | 13.63% | 331.91%-318.3pp | 263.68%-250.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $973 | $5,299-81.6% | $4,831-79.9% | $4,839-79.9% |
| Participant deferral / active EE | $3,784 | $7,751-51.2% | $7,353-48.5% | $6,342-40.3% |
| Admin fee / account holder | $3,866 | $12,559-69.2% | $10,802-64.2% | $12,315-68.6% |