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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 | $174,672 | $148,623+17.5% | $135,974+28.5% | $139,466+25.2% |
| Participation rate | 58.8% | 83.9%-25.0pp | 81.9%-23.1pp | 80.3%-21.5pp |
| Annual return | 18.67% | 79.30%-60.6pp | 68.30%-49.6pp | 373.66%-355.0pp |
| Employer contribution / active EE | $2,771 | $5,246-47.2% | $4,859-43.0% | $4,754-41.7% |
| Participant deferral / active EE | $6,392 | $8,103-21.1% | $7,760-17.6% | $6,712-4.8% |
| Admin fee / account holder | $12,432 | $12,406+0.2% | $10,767+15.5% | $11,409+9.0% |