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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 | $173,581 | $88,815+95.4% | $81,882+112.0% | $145,897+19.0% |
| Participation rate | 68.8% | 75.1%-6.3pp | 72.4%-3.6pp | 80.3%-11.6pp |
| Annual return | 20.86% | 1033.75%-1012.9pp | 779.47%-758.6pp | 552.29%-531.4pp |
| Employer contribution / active EE | $2,708 | $3,086-12.3% | $2,916-7.1% | $4,663-41.9% |
| Participant deferral / active EE | $5,696 | $4,647+22.6% | $4,323+31.8% | $6,689-14.8% |
| Admin fee / account holder | $469 | $8,434-94.4% | $7,360-93.6% | $13,390-96.5% |