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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 | $141,090 | $111,787+26.2% | $93,681+50.6% | $145,978-3.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 3704.01% | 203.52%+3500.5pp | 133.47%+3570.5pp | 550.52%+3153.5pp |
| Employer contribution / active EE | $6,895 | $3,093+122.9% | $2,422+184.7% | $4,662+47.9% |
| Participant deferral / active EE | $13,054 | $4,918+165.5% | $4,415+195.7% | $6,690+95.1% |
| Admin fee / account holder | $670 | $10,256-93.5% | $8,290-91.9% | $13,400-95.0% |