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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 | $205,574 | $172,111+19.4% | $150,298+36.8% | $137,256+49.8% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 158.83% | 69.37%+89.5pp | 62.79%+96.0pp | 220.34%-61.5pp |
| Employer contribution / active EE | $27,548 | $4,636+494.2% | $4,154+563.2% | $4,156+562.8% |
| Participant deferral / active EE | $23,500 | $6,166+281.1% | $5,453+331.0% | $6,407+266.8% |
| Admin fee / account holder | $1,328 | $16,471-91.9% | $14,116-90.6% | $12,270-89.2% |