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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 | $90,566 | $90,5300% | $76,030+19.1% | $145,897-37.9% |
| Participation rate | 52.6% | 74.4%-21.8pp | 69.1%-16.4pp | 80.3%-27.7pp |
| Annual return | 13.54% | 625.08%-611.5pp | 361.54%-348.0pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,860 | $3,319+16.3% | $2,688+43.6% | $4,663-17.2% |
| Participant deferral / active EE | $9,122 | $5,164+76.6% | $4,257+114.3% | $6,689+36.4% |
| Admin fee / account holder | $9,227 | $8,383+10.1% | $6,421+43.7% | $13,390-31.1% |