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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 | $138,653 | $100,895+37.4% | $90,430+53.3% | $158,950-12.8% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 17.67% | 1725.54%-1707.9pp | 1293.73%-1276.1pp | 302.91%-285.2pp |
| Employer contribution / active EE | $2,509 | $3,689-32.0% | $3,262-23.1% | $4,762-47.3% |
| Participant deferral / active EE | $5,995 | $4,347+37.9% | $3,963+51.3% | $5,983+0.2% |
| Admin fee / account holder | $1,442 | $6,505-77.8% | $5,613-74.3% | $11,248-87.2% |