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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 | $238,011 | $209,428+13.6% | $178,498+33.3% | $158,950+49.7% |
| Participation rate | 52.6% | 86.4%-33.7pp | 81.9%-29.3pp | 82.0%-29.3pp |
| Annual return | 13.46% | 188.78%-175.3pp | 151.09%-137.6pp | 302.91%-289.5pp |
| Employer contribution / active EE | $1,833 | $5,707-67.9% | $5,011-63.4% | $4,762-61.5% |
| Participant deferral / active EE | $5,023 | $5,955-15.6% | $5,202-3.4% | $5,983-16.0% |
| Admin fee / account holder | $2,697 | $17,077-84.2% | $13,985-80.7% | $11,248-76.0% |