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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 | $193,387 | $175,231+10.4% | $149,696+29.2% | $139,466+38.7% |
| Participation rate | 61.1% | 83.4%-22.3pp | 78.8%-17.7pp | 80.3%-19.2pp |
| Annual return | 12.48% | 166.77%-154.3pp | 134.46%-122.0pp | 373.66%-361.2pp |
| Employer contribution / active EE | $3,723 | $5,478-32.0% | $4,821-22.8% | $4,754-21.7% |
| Participant deferral / active EE | $2,883 | $6,521-55.8% | $5,682-49.3% | $6,712-57.0% |
| Admin fee / account holder | $19,696 | $16,155+21.9% | $13,212+49.1% | $11,409+72.6% |