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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 | $205,890 | $183,978+11.9% | $162,171+27.0% | $152,885+34.7% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 36.27% | 150.78%-114.5pp | 115.60%-79.3pp | 345.39%-309.1pp |
| Employer contribution / active EE | $2,904 | $6,370-54.4% | $5,613-48.3% | $4,763-39.0% |
| Participant deferral / active EE | $5,551 | $8,033-30.9% | $7,297-23.9% | $5,851-5.1% |
| Admin fee / account holder | $1,289 | $13,122-90.2% | $10,843-88.1% | $11,598-88.9% |