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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 | $88,754+79.0% | $81,820+94.2% | $145,877+8.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 14.05% | 1031.77%-1017.7pp | 777.93%-763.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $5,051 | $3,085+63.7% | $2,915+73.3% | $4,663+8.3% |
| Participant deferral / active EE | $4,722 | $4,648+1.6% | $4,323+9.2% | $6,691-29.4% |
| Admin fee / account holder | $7,652 | $8,424-9.2% | $7,391+3.5% | $13,402-42.9% |