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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 | $209,345 | $175,231+19.5% | $149,696+39.8% | $139,466+50.1% |
| Participation rate | 69.2% | 83.4%-14.2pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 20.35% | 166.77%-146.4pp | 134.46%-114.1pp | 373.66%-353.3pp |
| Employer contribution / active EE | $1,520 | $5,478-72.3% | $4,821-68.5% | $4,754-68.0% |
| Participant deferral / active EE | $3,777 | $6,521-42.1% | $5,682-33.5% | $6,712-43.7% |
| Admin fee / account holder | $28,229 | $16,155+74.7% | $13,212+113.7% | $11,409+147.4% |