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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 | $146,857 | $102,595+43.1% | $94,057+56.1% | $154,746-5.1% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 13.77% | 583.42%-569.7pp | 480.62%-466.9pp | 172.34%-158.6pp |
| Employer contribution / active EE | $2,713 | $3,147-13.8% | $2,933-7.5% | $4,379-38.0% |
| Participant deferral / active EE | $4,946 | $5,118-3.4% | $4,709+5.0% | $6,730-26.5% |
| Admin fee / account holder | $522 | $7,736-93.3% | $7,244-92.8% | $14,365-96.4% |