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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 | $208,682 | $171,492+21.7% | $150,734+38.4% | $198,609+5.1% |
| Participation rate | 65.0% | 81.4%-16.4pp | 78.4%-13.4pp | 82.4%-17.4pp |
| Annual return | 12.24% | 804.70%-792.5pp | 600.81%-588.6pp | 202.70%-190.5pp |
| Employer contribution / active EE | $1,500 | $5,470-72.6% | $4,918-69.5% | $5,055-70.3% |
| Participant deferral / active EE | $3,340 | $6,259-46.6% | $5,610-40.5% | $6,977-52.1% |
| Admin fee / account holder | $9,593 | $17,628-45.6% | $14,905-35.6% | $19,030-49.6% |