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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 | $102,379 | $102,595-0.2% | $94,057+8.8% | $154,746-33.8% |
| Participation rate | 69.2% | 76.0%-6.8pp | 73.3%-4.1pp | 80.7%-11.5pp |
| Annual return | 15.17% | 583.42%-568.2pp | 480.62%-465.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,672 | $3,147-15.1% | $2,933-8.9% | $4,379-39.0% |
| Participant deferral / active EE | $7,387 | $5,118+44.3% | $4,709+56.8% | $6,730+9.8% |
| Admin fee / account holder | $1,469 | $7,736-81.0% | $7,244-79.7% | $14,365-89.8% |