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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 | $202,860 | $176,105+15.2% | $159,474+27.2% | $167,536+21.1% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 14.67% | 331.91%-317.2pp | 263.68%-249.0pp | 478.82%-464.1pp |
| Employer contribution / active EE | $2,699 | $5,299-49.1% | $4,831-44.1% | $4,839-44.2% |
| Participant deferral / active EE | $7,789 | $7,751+0.5% | $7,353+5.9% | $6,342+22.8% |
| Admin fee / account holder | $792 | $12,559-93.7% | $10,802-92.7% | $12,315-93.6% |