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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 | $116,653 | $88,815+31.3% | $81,882+42.5% | $145,897-20.0% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 10.77% | 1033.75%-1023.0pp | 779.47%-768.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,815 | $3,086-8.8% | $2,916-3.5% | $4,663-39.6% |
| Participant deferral / active EE | $8,465 | $4,647+82.2% | $4,323+95.8% | $6,689+26.5% |
| Admin fee / account holder | $2,364 | $8,434-72.0% | $7,360-67.9% | $13,390-82.3% |