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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 | $145,633 | $105,145+38.5% | $94,664+53.8% | $139,466+4.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 18.12% | 38.09%-20.0pp | 156.84%-138.7pp | 373.66%-355.5pp |
| Employer contribution / active EE | $4,067 | $4,107-1.0% | $3,673+10.7% | $4,754-14.5% |
| Participant deferral / active EE | $9,000 | $7,599+18.4% | $7,417+21.3% | $6,712+34.1% |
| Admin fee / account holder | $535 | $8,972-94.0% | $7,222-92.6% | $11,409-95.3% |