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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 | $142,214 | $88,754+60.2% | $81,820+73.8% | $145,877-2.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 12.69% | 1031.77%-1019.1pp | 777.93%-765.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $3,024 | $3,085-2.0% | $2,915+3.8% | $4,663-35.1% |
| Participant deferral / active EE | $5,873 | $4,648+26.4% | $4,323+35.9% | $6,691-12.2% |
| Admin fee / account holder | $3,143 | $8,424-62.7% | $7,391-57.5% | $13,402-76.5% |