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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 | $182,452 | $175,257+4.1% | $149,717+21.9% | $139,456+30.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 11.82% | 166.70%-154.9pp | 134.41%-122.6pp | 373.45%-361.6pp |
| Employer contribution / active EE | $1,190 | $5,477-78.3% | $4,820-75.3% | $4,753-75.0% |
| Participant deferral / active EE | $6,740 | $6,521+3.4% | $5,682+18.6% | $6,711+0.4% |
| Admin fee / account holder | $29,656 | $16,156+83.6% | $13,213+124.5% | $11,407+160.0% |