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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 | $138,776 | $88,702+56.5% | $81,780+69.7% | $145,978-4.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 40.18% | 1029.12%-988.9pp | 776.27%-736.1pp | 550.52%-510.3pp |
| Employer contribution / active EE | $4,493 | $3,084+45.7% | $2,914+54.2% | $4,662-3.6% |
| Participant deferral / active EE | $9,674 | $4,645+108.3% | $4,321+123.9% | $6,690+44.6% |
| Admin fee / account holder | $2,043 | $8,414-75.7% | $7,384-72.3% | $13,400-84.8% |