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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 | $210,944 | $175,231+20.4% | $149,696+40.9% | $139,466+51.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 16.82% | 166.77%-150.0pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $1,459 | $5,478-73.4% | $4,821-69.7% | $4,754-69.3% |
| Participant deferral / active EE | $3,883 | $6,521-40.5% | $5,682-31.7% | $6,712-42.2% |
| Admin fee / account holder | $2,006 | $16,155-87.6% | $13,212-84.8% | $11,409-82.4% |