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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 | $237,338 | $180,749+31.3% | $160,784+47.6% | $137,256+72.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 11.00% | 2234.46%-2223.5pp | 1803.92%-1792.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,083 | $4,155-49.9% | $3,733-44.2% | $4,156-49.9% |
| Participant deferral / active EE | $22,967 | $6,844+235.6% | $6,293+265.0% | $6,407+258.5% |
| Admin fee / account holder | $59,534 | $10,397+472.6% | $9,717+512.7% | $12,270+385.2% |