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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 | $208,234 | $176,120+18.2% | $159,487+30.6% | $167,553+24.3% |
| Participation rate | 37.5% | 85.0%-47.5pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 25.36% | 331.95%-306.6pp | 263.71%-238.3pp | 478.89%-453.5pp |
| Employer contribution / active EE | $2,484 | $5,299-53.1% | $4,831-48.6% | $4,840-48.7% |
| Participant deferral / active EE | $3,466 | $7,752-55.3% | $7,354-52.9% | $6,343-45.4% |
| Admin fee / account holder | $2,000 | $12,561-84.1% | $10,804-81.5% | $12,316-83.8% |