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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 | $138,075 | $112,121+23.1% | $95,960+43.9% | $158,966-13.1% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 7.44% | 171.16%-163.7pp | 91.63%-84.2pp | 302.95%-295.5pp |
| Employer contribution / active EE | $2,438 | $3,199-23.8% | $2,541-4.1% | $4,762-48.8% |
| Participant deferral / active EE | $4,992 | $4,784+4.3% | $4,167+19.8% | $5,983-16.6% |
| Admin fee / account holder | $989 | $10,135-90.2% | $6,797-85.4% | $11,250-91.2% |