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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 | $193,776 | $176,120+10.0% | $159,487+21.5% | $167,553+15.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 11.44% | 331.95%-320.5pp | 263.71%-252.3pp | 478.89%-467.4pp |
| Employer contribution / active EE | $2,739 | $5,299-48.3% | $4,831-43.3% | $4,840-43.4% |
| Participant deferral / active EE | $9,585 | $7,752+23.6% | $7,354+30.3% | $6,343+51.1% |
| Admin fee / account holder | $1,108 | $12,561-91.2% | $10,804-89.7% | $12,316-91.0% |