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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 | $144,580 | $90,530+59.7% | $76,030+90.2% | $145,897-0.9% |
| Participation rate | 64.7% | 74.4%-9.7pp | 69.1%-4.4pp | 80.3%-15.6pp |
| Annual return | 11.81% | 625.08%-613.3pp | 361.54%-349.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,731 | $3,319-17.7% | $2,688+1.6% | $4,663-41.4% |
| Participant deferral / active EE | $4,407 | $5,164-14.7% | $4,257+3.5% | $6,689-34.1% |
| Admin fee / account holder | $638 | $8,383-92.4% | $6,421-90.1% | $13,390-95.2% |