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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 | $158,860 | $88,815+78.9% | $81,882+94.0% | $145,897+8.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 14.05% | 1033.75%-1019.7pp | 779.47%-765.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $5,051 | $3,086+63.7% | $2,916+73.2% | $4,663+8.3% |
| Participant deferral / active EE | $4,722 | $4,647+1.6% | $4,323+9.2% | $6,689-29.4% |
| Admin fee / account holder | $7,652 | $8,434-9.3% | $7,360+4.0% | $13,390-42.9% |