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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 | $176,077+0.4% | $159,455+10.9% | $167,518+5.5% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 11.94% | 331.83%-319.9pp | 263.63%-251.7pp | 478.71%-466.8pp |
| Employer contribution / active EE | $3,007 | $5,298-43.3% | $4,830-37.8% | $4,838-37.9% |
| Participant deferral / active EE | $12,289 | $7,751+58.5% | $7,353+67.1% | $6,342+93.8% |
| Admin fee / account holder | $9,827 | $12,556-21.7% | $10,800-9.0% | $12,312-20.2% |