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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 | $140,717 | $88,815+58.4% | $81,882+71.9% | $145,897-3.6% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 11.73% | 1033.75%-1022.0pp | 779.47%-767.7pp | 552.29%-540.6pp |
| Employer contribution / active EE | $3,428 | $3,086+11.1% | $2,916+17.6% | $4,663-26.5% |
| Participant deferral / active EE | $7,567 | $4,647+62.8% | $4,323+75.0% | $6,689+13.1% |
| Admin fee / account holder | $1,854 | $8,434-78.0% | $7,360-74.8% | $13,390-86.2% |