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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 | $101,930 | $100,895+1.0% | $90,430+12.7% | $158,950-35.9% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 12.20% | 1725.54%-1713.3pp | 1293.73%-1281.5pp | 302.91%-290.7pp |
| Employer contribution / active EE | $795 | $3,689-78.4% | $3,262-75.6% | $4,762-83.3% |
| Participant deferral / active EE | $1,709 | $4,347-60.7% | $3,963-56.9% | $5,983-71.4% |
| Admin fee / account holder | $5,702 | $6,505-12.4% | $5,613+1.6% | $11,248-49.3% |