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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 | $152,825 | $88,778+72.1% | $81,844+86.7% | $145,884+4.8% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 15.73% | 1033.03%-1017.3pp | 778.87%-763.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,662 | $3,087-13.8% | $2,916-8.7% | $4,662-42.9% |
| Participant deferral / active EE | $4,993 | $4,648+7.4% | $4,323+15.5% | $6,690-25.4% |
| Admin fee / account holder | $5,839 | $8,430-30.7% | $7,355-20.6% | $13,392-56.4% |