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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 | $104,287 | $101,283+3.0% | $75,826+37.5% | $135,379-23.0% |
| Participation rate | 58.3% | 72.7%-14.4pp | 68.2%-9.9pp | 82.6%-24.3pp |
| Annual return | 9.26% | 3384.62%-3375.4pp | 1914.15%-1904.9pp | 519.79%-510.5pp |
| Employer contribution / active EE | $2,590 | $2,382+8.7% | $1,913+35.3% | $4,779-45.8% |
| Participant deferral / active EE | $3,667 | $3,469+5.7% | $2,862+28.1% | $5,609-34.6% |
| Admin fee / account holder | $4,315 | $6,539-34.0% | $4,726-8.7% | $10,828-60.2% |