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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 | $214,975 | $209,422+2.7% | $178,503+20.4% | $158,982+35.2% |
| Participation rate | 23.1% | 86.4%-63.3pp | 81.9%-58.9pp | 82.0%-58.9pp |
| Annual return | 421.05% | 188.81%+232.2pp | 151.12%+269.9pp | 302.99%+118.1pp |
| Employer contribution / active EE | $1,537 | $5,707-73.1% | $5,011-69.3% | $4,763-67.7% |
| Participant deferral / active EE | $4,422 | $5,955-25.7% | $5,202-15.0% | $5,983-26.1% |
| Admin fee / account holder | $4,642 | $17,079-72.8% | $13,987-66.8% | $11,252-58.7% |