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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 | $155,329 | $217,432-28.6% | $185,851-16.4% | $167,553-7.3% |
| Participation rate | 68.2% | 86.1%-17.9pp | 81.7%-13.5pp | 82.1%-13.9pp |
| Annual return | 16.04% | 148.43%-132.4pp | 122.11%-106.1pp | 478.89%-462.9pp |
| Employer contribution / active EE | $2,622 | $5,874-55.4% | $5,168-49.3% | $4,840-45.8% |
| Participant deferral / active EE | $5,696 | $6,357-10.4% | $5,569+2.3% | $6,343-10.2% |
| Admin fee / account holder | $26,011 | $19,820+31.2% | $16,245+60.1% | $12,316+111.2% |