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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 | $193,372 | $176,105+9.8% | $159,474+21.3% | $167,536+15.4% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 15.81% | 331.91%-316.1pp | 263.68%-247.9pp | 478.82%-463.0pp |
| Employer contribution / active EE | $1,829 | $5,299-65.5% | $4,831-62.1% | $4,839-62.2% |
| Participant deferral / active EE | $4,488 | $7,751-42.1% | $7,353-39.0% | $6,342-29.2% |
| Admin fee / account holder | $2,335 | $12,559-81.4% | $10,802-78.4% | $12,315-81.0% |