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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 | $98,929 | $88,702+11.5% | $81,780+21.0% | $145,978-32.2% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.4%-3.1pp | 80.3%-11.1pp |
| Annual return | 13.75% | 1029.12%-1015.4pp | 776.27%-762.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $1,011 | $3,084-67.2% | $2,914-65.3% | $4,662-78.3% |
| Participant deferral / active EE | $2,530 | $4,645-45.5% | $4,321-41.4% | $6,690-62.2% |
| Admin fee / account holder | $581 | $8,414-93.1% | $7,384-92.1% | $13,400-95.7% |