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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 | $155,471 | $72,426+114.7% | $67,560+130.1% | $145,897+6.6% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 11.58% | 7226.78%-7215.2pp | 3533.50%-3521.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $3,399 | $3,074+10.5% | $2,737+24.2% | $4,663-27.1% |
| Participant deferral / active EE | $8,336 | $4,785+74.2% | $4,004+108.2% | $6,689+24.6% |
| Admin fee / account holder | $745 | $5,514-86.5% | $3,994-81.3% | $13,390-94.4% |