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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 | $175,257+26.3% | $149,717+47.8% | $139,456+58.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 64.68% | 166.70%-102.0pp | 134.41%-69.7pp | 373.45%-308.8pp |
| Employer contribution / active EE | $2,665 | $5,477-51.3% | $4,820-44.7% | $4,753-43.9% |
| Participant deferral / active EE | $8,271 | $6,521+26.8% | $5,682+45.6% | $6,711+23.2% |
| Admin fee / account holder | $403 | $16,156-97.5% | $13,213-96.9% | $11,407-96.5% |