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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 | $90,691+59.4% | $76,119+89.9% | $145,884-0.9% |
| Participation rate | 64.7% | 74.5%-9.8pp | 69.1%-4.4pp | 80.3%-15.6pp |
| Annual return | 11.81% | 624.52%-612.7pp | 361.25%-349.4pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,731 | $3,329-18.0% | $2,693+1.4% | $4,662-41.4% |
| Participant deferral / active EE | $4,407 | $5,167-14.7% | $4,259+3.5% | $6,690-34.1% |
| Admin fee / account holder | $638 | $8,383-92.4% | $6,421-90.1% | $13,392-95.2% |