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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 | $176,077+20.7% | $159,455+33.3% | $167,518+26.8% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 11.53% | 331.83%-320.3pp | 263.63%-252.1pp | 478.71%-467.2pp |
| Employer contribution / active EE | $2,712 | $5,298-48.8% | $4,830-43.9% | $4,838-44.0% |
| Participant deferral / active EE | $6,788 | $7,751-12.4% | $7,353-7.7% | $6,342+7.0% |
| Admin fee / account holder | $26,391 | $12,556+110.2% | $10,800+144.3% | $12,312+114.3% |