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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 | $231,851 | $176,105+31.7% | $159,474+45.4% | $167,536+38.4% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 10.44% | 331.91%-321.5pp | 263.68%-253.2pp | 478.82%-468.4pp |
| Employer contribution / active EE | $1,755 | $5,299-66.9% | $4,831-63.7% | $4,839-63.7% |
| Participant deferral / active EE | $5,423 | $7,751-30.0% | $7,353-26.2% | $6,342-14.5% |
| Admin fee / account holder | $2,426 | $12,559-80.7% | $10,802-77.5% | $12,315-80.3% |