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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 | $88,778+29.1% | $81,844+40.0% | $145,884-21.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.50% | 1033.03%-1019.5pp | 778.87%-765.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $4,407 | $3,087+42.8% | $2,916+51.1% | $4,662-5.5% |
| Participant deferral / active EE | $9,572 | $4,648+105.9% | $4,323+121.4% | $6,690+43.1% |
| Admin fee / account holder | $4,106 | $8,430-51.3% | $7,355-44.2% | $13,392-69.3% |