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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 | $206,328 | $203,483+1.4% | $152,473+35.3% | $167,553+23.1% |
| Participation rate | 47.6% | 82.3%-34.7pp | 78.2%-30.6pp | 82.1%-34.5pp |
| Annual return | 14.04% | 13.80%+0.2pp | 757.59%-743.5pp | 478.89%-464.9pp |
| Employer contribution / active EE | $1,972 | $5,219-62.2% | $4,326-54.4% | $4,840-59.3% |
| Participant deferral / active EE | $7,063 | $6,711+5.2% | $5,817+21.4% | $6,343+11.4% |
| Admin fee / account holder | $6,960 | $22,521-69.1% | $15,811-56.0% | $12,316-43.5% |