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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 | $238,458 | $171,492+39.0% | $150,734+58.2% | $198,609+20.1% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 19.00% | 804.70%-785.7pp | 600.81%-581.8pp | 202.70%-183.7pp |
| Employer contribution / active EE | $5,306 | $5,470-3.0% | $4,918+7.9% | $5,055+5.0% |
| Participant deferral / active EE | $23,167 | $6,259+270.1% | $5,610+313.0% | $6,977+232.1% |
| Admin fee / account holder | $318 | $17,628-98.2% | $14,905-97.9% | $19,030-98.3% |