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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 | $177,799 | $160,040+11.1% | $147,096+20.9% | $145,877+21.9% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 21.00% | 98.49%-77.5pp | 419.75%-398.7pp | 551.28%-530.3pp |
| Employer contribution / active EE | $3,866 | $5,289-26.9% | $4,936-21.7% | $4,663-17.1% |
| Participant deferral / active EE | $10,387 | $8,429+23.2% | $8,071+28.7% | $6,691+55.2% |
| Admin fee / account holder | $4,675 | $15,050-68.9% | $13,005-64.1% | $13,402-65.1% |