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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 | $88,754+95.6% | $81,820+112.1% | $145,877+19.0% |
| Participation rate | 68.8% | 75.1%-6.3pp | 72.4%-3.6pp | 80.3%-11.6pp |
| Annual return | 20.86% | 1031.77%-1010.9pp | 777.93%-757.1pp | 551.28%-530.4pp |
| Employer contribution / active EE | $2,708 | $3,085-12.2% | $2,915-7.1% | $4,663-41.9% |
| Participant deferral / active EE | $5,696 | $4,648+22.6% | $4,323+31.8% | $6,691-14.9% |
| Admin fee / account holder | $469 | $8,424-94.4% | $7,391-93.7% | $13,402-96.5% |