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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 | $245,757 | $180,749+36.0% | $160,784+52.8% | $137,256+79.0% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.0%-21.4pp | 80.0%-24.4pp |
| Annual return | 17.34% | 2234.46%-2217.1pp | 1803.92%-1786.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,677 | $4,155-59.6% | $3,733-55.1% | $4,156-59.6% |
| Participant deferral / active EE | $2,544 | $6,844-62.8% | $6,293-59.6% | $6,407-60.3% |
| Admin fee / account holder | $8,136 | $10,397-21.7% | $9,717-16.3% | $12,270-33.7% |