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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 | $176,300 | $176,105+0.1% | $159,474+10.6% | $167,536+5.2% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 12.51% | 331.91%-319.4pp | 263.68%-251.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $1,884 | $5,299-64.4% | $4,831-61.0% | $4,839-61.1% |
| Participant deferral / active EE | $5,000 | $7,751-35.5% | $7,353-32.0% | $6,342-21.2% |
| Admin fee / account holder | $15,675 | $12,559+24.8% | $10,802+45.1% | $12,315+27.3% |