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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 | $165,541 | $176,688-6.3% | $130,660+26.7% | $152,885+8.3% |
| Participation rate | 62.5% | 79.0%-16.5pp | 71.7%-9.2pp | 82.5%-20.0pp |
| Annual return | 22.78% | 2693.08%-2670.3pp | 1709.29%-1686.5pp | 345.39%-322.6pp |
| Employer contribution / active EE | $6,801 | $5,743+18.4% | $4,092+66.2% | $4,763+42.8% |
| Participant deferral / active EE | $6,236 | $4,362+43.0% | $3,603+73.1% | $5,851+6.6% |
| Admin fee / account holder | $2,902 | $7,131-59.3% | $5,463-46.9% | $11,598-75.0% |