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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 | $107,057 | $100,911+6.1% | $90,440+18.4% | $158,966-32.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 14.76% | 1726.62%-1711.9pp | 1294.38%-1279.6pp | 302.95%-288.2pp |
| Employer contribution / active EE | $1,596 | $3,690-56.7% | $3,263-51.1% | $4,762-66.5% |
| Participant deferral / active EE | $1,808 | $4,348-58.4% | $3,964-54.4% | $5,983-69.8% |
| Admin fee / account holder | $941 | $6,507-85.5% | $5,615-83.2% | $11,250-91.6% |