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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 | $118,249 | $102,595+15.3% | $94,057+25.7% | $154,746-23.6% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 80.7%-43.2pp |
| Annual return | 16.15% | 583.42%-567.3pp | 480.62%-464.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,760 | $3,147-12.3% | $2,933-5.9% | $4,379-37.0% |
| Participant deferral / active EE | $4,557 | $5,118-11.0% | $4,709-3.2% | $6,730-32.3% |
| Admin fee / account holder | $1,141 | $7,736-85.3% | $7,244-84.3% | $14,365-92.1% |