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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 | $218,600 | $99,031+120.7% | $86,597+152.4% | $147,585+48.1% |
| Participation rate | 59.1% | 76.3%-17.3pp | 73.5%-14.5pp | 82.8%-23.7pp |
| Annual return | 17.62% | 1312.56%-1294.9pp | 964.96%-947.3pp | 578.57%-561.0pp |
| Employer contribution / active EE | $2,503 | $3,132-20.1% | $2,840-11.8% | $4,876-48.7% |
| Participant deferral / active EE | $4,371 | $3,972+10.0% | $3,609+21.1% | $5,439-19.6% |
| Admin fee / account holder | $6,364 | $5,711+11.4% | $4,906+29.7% | $10,885-41.5% |