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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 | $212,473 | $176,105+20.7% | $159,474+33.2% | $167,536+26.8% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 11.53% | 331.91%-320.4pp | 263.68%-252.1pp | 478.82%-467.3pp |
| Employer contribution / active EE | $2,712 | $5,299-48.8% | $4,831-43.9% | $4,839-44.0% |
| Participant deferral / active EE | $6,788 | $7,751-12.4% | $7,353-7.7% | $6,342+7.0% |
| Admin fee / account holder | $26,391 | $12,559+110.1% | $10,802+144.3% | $12,315+114.3% |