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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 | $181,526 | $160,040+13.4% | $147,096+23.4% | $145,877+24.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 27.22% | 98.49%-71.3pp | 419.75%-392.5pp | 551.28%-524.1pp |
| Employer contribution / active EE | $22,067 | $5,289+317.2% | $4,936+347.1% | $4,663+373.2% |
| Participant deferral / active EE | $7,667 | $8,429-9.0% | $8,071-5.0% | $6,691+14.6% |
| Admin fee / account holder | $1,922 | $15,050-87.2% | $13,005-85.2% | $13,402-85.7% |