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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 | $120,639 | $106,008+13.8% | $92,240+30.8% | $147,586-18.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 15.93% | 50.05%-34.1pp | 176.29%-160.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $5,834 | $4,333+34.6% | $3,680+58.5% | $4,876+19.6% |
| Participant deferral / active EE | $9,452 | $4,478+111.1% | $3,897+142.5% | $5,439+73.8% |
| Admin fee / account holder | $1,265 | $6,333-80.0% | $5,194-75.6% | $10,886-88.4% |