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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 | $176,759 | $176,105+0.4% | $159,474+10.8% | $167,536+5.5% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 11.94% | 331.91%-320.0pp | 263.68%-251.7pp | 478.82%-466.9pp |
| Employer contribution / active EE | $3,007 | $5,299-43.3% | $4,831-37.8% | $4,839-37.9% |
| Participant deferral / active EE | $12,289 | $7,751+58.5% | $7,353+67.1% | $6,342+93.8% |
| Admin fee / account holder | $9,827 | $12,559-21.8% | $10,802-9.0% | $12,315-20.2% |