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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 | $139,443 | $88,702+57.2% | $81,780+70.5% | $145,978-4.5% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.4%-30.3pp | 80.3%-38.2pp |
| Annual return | 12.33% | 1029.12%-1016.8pp | 776.27%-763.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,963 | $3,084-36.3% | $2,914-32.6% | $4,662-57.9% |
| Participant deferral / active EE | $4,517 | $4,645-2.8% | $4,321+4.6% | $6,690-32.5% |
| Admin fee / account holder | $643 | $8,414-92.4% | $7,384-91.3% | $13,400-95.2% |