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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 | $102,884 | $88,702+16.0% | $81,780+25.8% | $145,978-29.5% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.4%-3.1pp | 80.3%-11.1pp |
| Annual return | 17.67% | 1029.12%-1011.4pp | 776.27%-758.6pp | 550.52%-532.8pp |
| Employer contribution / active EE | $1,792 | $3,084-41.9% | $2,914-38.5% | $4,662-61.6% |
| Participant deferral / active EE | $4,907 | $4,645+5.6% | $4,321+13.6% | $6,690-26.7% |
| Admin fee / account holder | $690 | $8,414-91.8% | $7,384-90.7% | $13,400-94.8% |