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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 | $163,828 | $129,737+26.3% | $119,126+37.5% | $154,746+5.9% |
| Participation rate | 65.2% | 78.9%-13.6pp | 75.8%-10.5pp | 80.7%-15.5pp |
| Annual return | 48.05% | 379.08%-331.0pp | 282.11%-234.1pp | 172.34%-124.3pp |
| Employer contribution / active EE | $3,216 | $4,375-26.5% | $4,034-20.3% | $4,379-26.6% |
| Participant deferral / active EE | $7,451 | $5,842+27.5% | $5,318+40.1% | $6,730+10.7% |
| Admin fee / account holder | $7,118 | $11,961-40.5% | $10,693-33.4% | $14,365-50.4% |