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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 | $185,124 | $171,492+7.9% | $150,734+22.8% | $198,609-6.8% |
| Participation rate | 55.6% | 81.4%-25.9pp | 78.4%-22.9pp | 82.4%-26.8pp |
| Annual return | 16.23% | 804.70%-788.5pp | 600.81%-584.6pp | 202.70%-186.5pp |
| Employer contribution / active EE | $3,571 | $5,470-34.7% | $4,918-27.4% | $5,055-29.4% |
| Participant deferral / active EE | $8,200 | $6,259+31.0% | $5,610+46.2% | $6,977+17.5% |
| Admin fee / account holder | $3,280 | $17,628-81.4% | $14,905-78.0% | $19,030-82.8% |