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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 | $205,402 | $176,105+16.6% | $159,474+28.8% | $167,536+22.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 11.25% | 331.91%-320.7pp | 263.68%-252.4pp | 478.82%-467.6pp |
| Employer contribution / active EE | $967 | $5,299-81.8% | $4,831-80.0% | $4,839-80.0% |
| Participant deferral / active EE | $8,551 | $7,751+10.3% | $7,353+16.3% | $6,342+34.8% |
| Admin fee / account holder | $5,858 | $12,559-53.4% | $10,802-45.8% | $12,315-52.4% |