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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 | $216,118 | $176,120+22.7% | $159,487+35.5% | $167,553+29.0% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 10.73% | 331.95%-321.2pp | 263.71%-253.0pp | 478.89%-468.2pp |
| Employer contribution / active EE | $1,955 | $5,299-63.1% | $4,831-59.5% | $4,840-59.6% |
| Participant deferral / active EE | $3,473 | $7,752-55.2% | $7,354-52.8% | $6,343-45.3% |
| Admin fee / account holder | $5,573 | $12,561-55.6% | $10,804-48.4% | $12,316-54.7% |