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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 | $238,129 | $175,231+35.9% | $149,696+59.1% | $139,466+70.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 40.09% | 166.77%-126.7pp | 134.46%-94.4pp | 373.66%-333.6pp |
| Employer contribution / active EE | $2,127 | $5,478-61.2% | $4,821-55.9% | $4,754-55.3% |
| Participant deferral / active EE | $7,182 | $6,521+10.1% | $5,682+26.4% | $6,712+7.0% |
| Admin fee / account holder | $2,326 | $16,155-85.6% | $13,212-82.4% | $11,409-79.6% |