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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 | $190,533 | $176,105+8.2% | $159,474+19.5% | $167,536+13.7% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 11.37% | 331.91%-320.5pp | 263.68%-252.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $3,289 | $5,299-37.9% | $4,831-31.9% | $4,839-32.0% |
| Participant deferral / active EE | $10,573 | $7,751+36.4% | $7,353+43.8% | $6,342+66.7% |
| Admin fee / account holder | $1,249 | $12,559-90.1% | $10,802-88.4% | $12,315-89.9% |