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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 | $212,483 | $102,595+107.1% | $94,057+125.9% | $154,746+37.3% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 14.46% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,335 | $3,147-25.8% | $2,933-20.4% | $4,379-46.7% |
| Participant deferral / active EE | $5,401 | $5,118+5.5% | $4,709+14.7% | $6,730-19.7% |
| Admin fee / account holder | $3,460 | $7,736-55.3% | $7,244-52.2% | $14,365-75.9% |