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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 | $150,184 | $68,097+120.5% | $62,929+138.7% | $137,256+9.4% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 11.12% | 1859.11%-1848.0pp | 1063.93%-1052.8pp | 220.34%-209.2pp |
| Employer contribution / active EE | $3,180 | $2,811+13.1% | $2,505+27.0% | $4,156-23.5% |
| Participant deferral / active EE | $6,360 | $4,553+39.7% | $3,888+63.6% | $6,407-0.7% |
| Admin fee / account holder | $604 | $6,521-90.7% | $5,065-88.1% | $12,270-95.1% |