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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 | $149,237 | $115,225+29.5% | $100,712+48.2% | $138,895+7.4% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 438.18% | 40.35%+397.8pp | 33.27%+404.9pp | 145.39%+292.8pp |
| Employer contribution / active EE | $3,242 | $2,771+17.0% | $2,313+40.2% | $4,194-22.7% |
| Participant deferral / active EE | $5,775 | $4,699+22.9% | $4,085+41.4% | $6,396-9.7% |
| Admin fee / account holder | $1,461 | $10,844-86.5% | $9,256-84.2% | $12,562-88.4% |