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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 | $173,941 | $198,457-12.4% | $170,435+2.1% | $147,586+17.9% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 14.13% | 257.30%-243.2pp | 205.94%-191.8pp | 578.59%-564.5pp |
| Employer contribution / active EE | $2,670 | $6,183-56.8% | $5,432-50.8% | $4,876-45.2% |
| Participant deferral / active EE | $6,449 | $5,629+14.6% | $4,939+30.6% | $5,439+18.6% |
| Admin fee / account holder | $1,000 | $16,852-94.1% | $13,881-92.8% | $10,886-90.8% |