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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 | $198,846 | $210,698-5.6% | $178,014+11.7% | $145,959+36.2% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.97% | 386.27%-376.3pp | 294.80%-284.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,118 | $4,567-53.6% | $3,950-46.4% | $4,661-54.6% |
| Participant deferral / active EE | $4,011 | $6,958-42.4% | $6,276-36.1% | $6,689-40.0% |
| Admin fee / account holder | $10,011 | $12,016-16.7% | $10,362-3.4% | $13,398-25.3% |