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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 | $208,526 | $209,422-0.4% | $178,503+16.8% | $158,982+31.2% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 39.17% | 188.81%-149.6pp | 151.12%-111.9pp | 302.99%-263.8pp |
| Employer contribution / active EE | $2,568 | $5,707-55.0% | $5,011-48.7% | $4,763-46.1% |
| Participant deferral / active EE | $8,205 | $5,955+37.8% | $5,202+57.7% | $5,983+37.1% |
| Admin fee / account holder | $1,178 | $17,079-93.1% | $13,987-91.6% | $11,252-89.5% |