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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 | $187,714 | $176,077+6.6% | $159,455+17.7% | $167,518+12.1% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 15.05% | 331.83%-316.8pp | 263.63%-248.6pp | 478.71%-463.7pp |
| Employer contribution / active EE | $1,601 | $5,298-69.8% | $4,830-66.8% | $4,838-66.9% |
| Participant deferral / active EE | $6,713 | $7,751-13.4% | $7,353-8.7% | $6,342+5.9% |
| Admin fee / account holder | $1,236 | $12,556-90.2% | $10,800-88.6% | $12,312-90.0% |