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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 | $118,989 | $88,702+34.1% | $81,780+45.5% | $145,978-18.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.67% | 1029.12%-1018.5pp | 776.27%-765.6pp | 550.52%-539.8pp |
| Employer contribution / active EE | $3,148 | $3,084+2.1% | $2,914+8.0% | $4,662-32.5% |
| Participant deferral / active EE | $5,932 | $4,645+27.7% | $4,321+37.3% | $6,690-11.3% |
| Admin fee / account holder | $394 | $8,414-95.3% | $7,384-94.7% | $13,400-97.1% |