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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 | $221,891 | $176,077+26.0% | $159,455+39.2% | $167,518+32.5% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 25.19% | 331.83%-306.6pp | 263.63%-238.4pp | 478.71%-453.5pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $9,735 | $7,751+25.6% | $7,353+32.4% | $6,342+53.5% |
| Admin fee / account holder | $10,285 | $12,556-18.1% | $10,800-4.8% | $12,312-16.5% |