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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 | $208,552 | $217,427-4.1% | $185,837+12.2% | $167,518+24.5% |
| Participation rate | 69.2% | 86.0%-16.8pp | 81.7%-12.5pp | 82.1%-12.9pp |
| Annual return | 13.40% | 148.39%-135.0pp | 122.08%-108.7pp | 478.71%-465.3pp |
| Employer contribution / active EE | $2,474 | $5,874-57.9% | $5,168-52.1% | $4,838-48.9% |
| Participant deferral / active EE | $6,789 | $6,357+6.8% | $5,568+21.9% | $6,342+7.0% |
| Admin fee / account holder | $3,167 | $19,816-84.0% | $16,241-80.5% | $12,312-74.3% |