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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 | $192,915 | $175,212+10.1% | $149,682+28.9% | $139,427+38.4% |
| Participation rate | 68.8% | 83.4%-14.6pp | 78.8%-10.0pp | 80.3%-11.6pp |
| Annual return | 15.18% | 166.63%-151.4pp | 134.35%-119.2pp | 373.27%-358.1pp |
| Employer contribution / active EE | $2,764 | $5,475-49.5% | $4,818-42.6% | $4,752-41.8% |
| Participant deferral / active EE | $5,160 | $6,520-20.9% | $5,681-9.2% | $6,711-23.1% |
| Admin fee / account holder | $2,422 | $16,150-85.0% | $13,210-81.7% | $11,404-78.8% |