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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 | $245,819 | $176,071+39.6% | $159,450+54.2% | $167,497+46.8% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 24.98% | 331.79%-306.8pp | 263.60%-238.6pp | 478.62%-453.6pp |
| Employer contribution / active EE | $1,113 | $5,298-79.0% | $4,830-76.9% | $4,838-77.0% |
| Participant deferral / active EE | $3,401 | $7,750-56.1% | $7,352-53.7% | $6,341-46.4% |
| Admin fee / account holder | $6,787 | $12,555-45.9% | $10,800-37.2% | $12,310-44.9% |