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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 | $123,155+21.2% | $108,753+37.2% | $155,188-3.8% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 438.18% | 44.73%+393.4pp | 37.47%+400.7pp | 148.84%+289.3pp |
| Employer contribution / active EE | $3,242 | $2,811+15.3% | $2,427+33.6% | $4,248-23.7% |
| Participant deferral / active EE | $5,775 | $4,623+24.9% | $4,115+40.3% | $6,531-11.6% |
| Admin fee / account holder | $1,461 | $12,126-88.0% | $10,320-85.8% | $14,480-89.9% |