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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 | $246,363 | $209,874+17.4% | $189,537+30.0% | $167,536+47.1% |
| Participation rate | 68.4% | 88.7%-20.2pp | 87.8%-19.4pp | 82.1%-13.7pp |
| Annual return | 14.73% | 748.61%-733.9pp | 555.34%-540.6pp | 478.82%-464.1pp |
| Employer contribution / active EE | $6,521 | $6,913-5.7% | $6,161+5.9% | $4,839+34.8% |
| Participant deferral / active EE | $5,049 | $8,934-43.5% | $8,220-38.6% | $6,342-20.4% |
| Admin fee / account holder | $42,759 | $14,299+199.0% | $12,048+254.9% | $12,315+247.2% |