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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 | $111,853 | $88,815+25.9% | $81,882+36.6% | $145,897-23.3% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 14.63% | 1033.75%-1019.1pp | 779.47%-764.8pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,154 | $3,086-30.2% | $2,916-26.1% | $4,663-53.8% |
| Participant deferral / active EE | $2,154 | $4,647-53.6% | $4,323-50.2% | $6,689-67.8% |
| Admin fee / account holder | $10,569 | $8,434+25.3% | $7,360+43.6% | $13,390-21.1% |