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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 | $196,541 | $176,077+11.6% | $159,455+23.3% | $167,518+17.3% |
| Participation rate | 43.8% | 84.9%-41.2pp | 82.8%-39.1pp | 82.1%-38.4pp |
| Annual return | 17.42% | 331.83%-314.4pp | 263.63%-246.2pp | 478.71%-461.3pp |
| Employer contribution / active EE | $1,066 | $5,298-79.9% | $4,830-77.9% | $4,838-78.0% |
| Participant deferral / active EE | $4,117 | $7,751-46.9% | $7,353-44.0% | $6,342-35.1% |
| Admin fee / account holder | $439 | $12,556-96.5% | $10,800-95.9% | $12,312-96.4% |