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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 | $139,472 | $129,737+7.5% | $119,126+17.1% | $154,746-9.9% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 632.23% | 379.08%+253.2pp | 282.11%+350.1pp | 172.34%+459.9pp |
| Employer contribution / active EE | $2,701 | $4,375-38.3% | $4,034-33.0% | $4,379-38.3% |
| Participant deferral / active EE | $2,701 | $5,842-53.8% | $5,318-49.2% | $6,730-59.9% |
| Admin fee / account holder | $1,277 | $11,961-89.3% | $10,693-88.1% | $14,365-91.1% |