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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 | $182,159 | $175,231+4.0% | $149,696+21.7% | $139,466+30.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 14.30% | 166.77%-152.5pp | 134.46%-120.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $2,853 | $5,478-47.9% | $4,821-40.8% | $4,754-40.0% |
| Participant deferral / active EE | $7,560 | $6,521+15.9% | $5,682+33.0% | $6,712+12.6% |
| Admin fee / account holder | $1,483 | $16,155-90.8% | $13,212-88.8% | $11,409-87.0% |