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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 | $86,217 | $72,071+19.6% | $68,368+26.1% | $137,256-37.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 14.10% | 353.14%-339.0pp | 292.57%-278.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,025 | $2,788+80.2% | $2,649+89.7% | $4,156+20.9% |
| Participant deferral / active EE | $25,480 | $4,410+477.8% | $4,123+518.0% | $6,407+297.7% |
| Admin fee / account holder | $13,863 | $5,336+159.8% | $5,150+169.2% | $12,270+13.0% |