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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 | $114,622 | $88,702+29.2% | $81,780+40.2% | $145,978-21.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.50% | 1029.12%-1015.6pp | 776.27%-762.8pp | 550.52%-537.0pp |
| Employer contribution / active EE | $4,407 | $3,084+42.9% | $2,914+51.2% | $4,662-5.5% |
| Participant deferral / active EE | $9,572 | $4,645+106.1% | $4,321+121.6% | $6,690+43.1% |
| Admin fee / account holder | $4,106 | $8,414-51.2% | $7,384-44.4% | $13,400-69.4% |