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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 | $247,969 | $180,749+37.2% | $160,784+54.2% | $137,256+80.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 24.94% | 2234.46%-2209.5pp | 1803.92%-1779.0pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,557 | $4,155-62.5% | $3,733-58.3% | $4,156-62.5% |
| Participant deferral / active EE | $4,126 | $6,844-39.7% | $6,293-34.4% | $6,407-35.6% |
| Admin fee / account holder | $9,655 | $10,397-7.1% | $9,717-0.6% | $12,270-21.3% |