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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 | $184,497 | $176,105+4.8% | $159,474+15.7% | $167,536+10.1% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 13.14% | 331.91%-318.8pp | 263.68%-250.5pp | 478.82%-465.7pp |
| Employer contribution / active EE | $1,248 | $5,299-76.5% | $4,831-74.2% | $4,839-74.2% |
| Participant deferral / active EE | $2,705 | $7,751-65.1% | $7,353-63.2% | $6,342-57.4% |
| Admin fee / account holder | $3,191 | $12,559-74.6% | $10,802-70.5% | $12,315-74.1% |