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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 | $158,417 | $88,754+78.5% | $81,820+93.6% | $145,877+8.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.64% | 1031.77%-1020.1pp | 777.93%-766.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,864 | $3,085+25.2% | $2,915+32.5% | $4,663-17.1% |
| Participant deferral / active EE | $3,157 | $4,648-32.1% | $4,323-27.0% | $6,691-52.8% |
| Admin fee / account holder | $1,765 | $8,424-79.0% | $7,391-76.1% | $13,402-86.8% |