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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 | $234,031 | $209,874+11.5% | $189,537+23.5% | $167,536+39.7% |
| Participation rate | 68.2% | 88.7%-20.5pp | 87.8%-19.6pp | 82.1%-13.9pp |
| Annual return | 15.39% | 748.61%-733.2pp | 555.34%-539.9pp | 478.82%-463.4pp |
| Employer contribution / active EE | $1,819 | $6,913-73.7% | $6,161-70.5% | $4,839-62.4% |
| Participant deferral / active EE | $8,014 | $8,934-10.3% | $8,220-2.5% | $6,342+26.4% |
| Admin fee / account holder | $464 | $14,299-96.8% | $12,048-96.1% | $12,315-96.2% |