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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 | $240,526 | $171,492+40.3% | $150,734+59.6% | $198,609+21.1% |
| Participation rate | 62.5% | 81.4%-18.9pp | 78.4%-15.9pp | 82.4%-19.9pp |
| Annual return | 15.68% | 804.70%-789.0pp | 600.81%-585.1pp | 202.70%-187.0pp |
| Employer contribution / active EE | $1,876 | $5,470-65.7% | $4,918-61.9% | $5,055-62.9% |
| Participant deferral / active EE | $5,379 | $6,259-14.1% | $5,610-4.1% | $6,977-22.9% |
| Admin fee / account holder | $849 | $17,628-95.2% | $14,905-94.3% | $19,030-95.5% |