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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 | $210,806 | $180,749+16.6% | $160,784+31.1% | $137,256+53.6% |
| Participation rate | 47.1% | 80.0%-32.9pp | 77.0%-29.9pp | 80.0%-32.9pp |
| Annual return | 18.47% | 2234.46%-2216.0pp | 1803.92%-1785.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,042 | $4,155-50.9% | $3,733-45.3% | $4,156-50.9% |
| Participant deferral / active EE | $4,802 | $6,844-29.8% | $6,293-23.7% | $6,407-25.0% |
| Admin fee / account holder | $7,280 | $10,397-30.0% | $9,717-25.1% | $12,270-40.7% |