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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 | $216,869 | $177,353+22.3% | $158,226+37.1% | $198,609+9.2% |
| Participation rate | 66.7% | 77.0%-10.4pp | 74.8%-8.2pp | 82.4%-15.7pp |
| Annual return | 10.13% | 599.50%-589.4pp | 501.41%-491.3pp | 202.70%-192.6pp |
| Employer contribution / active EE | $2,440 | $3,239-24.6% | $2,986-18.3% | $5,055-51.7% |
| Participant deferral / active EE | $3,629 | $4,615-21.4% | $4,317-15.9% | $6,977-48.0% |
| Admin fee / account holder | $84,186 | $10,960+668.1% | $10,217+724.0% | $19,030+342.4% |