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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 | $246,004 | $198,457+24.0% | $170,435+44.3% | $147,586+66.7% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 15.54% | 257.30%-241.8pp | 205.94%-190.4pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,900 | $6,183-69.3% | $5,432-65.0% | $4,876-61.0% |
| Participant deferral / active EE | $4,000 | $5,629-28.9% | $4,939-19.0% | $5,439-26.5% |
| Admin fee / account holder | $2,799 | $16,852-83.4% | $13,881-79.8% | $10,886-74.3% |