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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 | $227,803 | $209,422+8.8% | $178,503+27.6% | $158,982+43.3% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 15.94% | 188.81%-172.9pp | 151.12%-135.2pp | 302.99%-287.0pp |
| Employer contribution / active EE | $2,350 | $5,707-58.8% | $5,011-53.1% | $4,763-50.7% |
| Participant deferral / active EE | $6,342 | $5,955+6.5% | $5,202+21.9% | $5,983+6.0% |
| Admin fee / account holder | $619 | $17,079-96.4% | $13,987-95.6% | $11,252-94.5% |