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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 | $219,169 | $102,595+113.6% | $94,057+133.0% | $154,746+41.6% |
| Participation rate | 59.1% | 76.0%-16.9pp | 73.3%-14.3pp | 80.7%-21.6pp |
| Annual return | 16.26% | 583.42%-567.2pp | 480.62%-464.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $3,655 | $3,147+16.1% | $2,933+24.6% | $4,379-16.5% |
| Participant deferral / active EE | $5,023 | $5,118-1.9% | $4,709+6.7% | $6,730-25.4% |
| Admin fee / account holder | $2,950 | $7,736-61.9% | $7,244-59.3% | $14,365-79.5% |