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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 | $76,368+96.7% | $67,681+121.9% | $154,746-2.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 11.12% | 1066.77%-1055.7pp | 590.58%-579.5pp | 172.34%-161.2pp |
| Employer contribution / active EE | $3,180 | $3,151+0.9% | $2,678+18.7% | $4,379-27.4% |
| Participant deferral / active EE | $6,360 | $4,824+31.8% | $3,976+60.0% | $6,730-5.5% |
| Admin fee / account holder | $604 | $8,559-92.9% | $6,100-90.1% | $14,365-95.8% |