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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 | $183,408 | $171,492+6.9% | $150,734+21.7% | $198,609-7.7% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 10.17% | 804.70%-794.5pp | 600.81%-590.6pp | 202.70%-192.5pp |
| Employer contribution / active EE | $6,212 | $5,470+13.6% | $4,918+26.3% | $5,055+22.9% |
| Participant deferral / active EE | $8,650 | $6,259+38.2% | $5,610+54.2% | $6,977+24.0% |
| Admin fee / account holder | $2,635 | $17,628-85.1% | $14,905-82.3% | $19,030-86.2% |