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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 | $221,311 | $175,231+26.3% | $149,696+47.8% | $139,466+58.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 64.68% | 166.77%-102.1pp | 134.46%-69.8pp | 373.66%-309.0pp |
| Employer contribution / active EE | $2,665 | $5,478-51.4% | $4,821-44.7% | $4,754-43.9% |
| Participant deferral / active EE | $8,271 | $6,521+26.8% | $5,682+45.6% | $6,712+23.2% |
| Admin fee / account holder | $403 | $16,155-97.5% | $13,212-96.9% | $11,409-96.5% |