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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 | $107,839 | $99,011+8.9% | $86,582+24.6% | $147,586-26.9% |
| Participation rate | 54.5% | 76.3%-21.8pp | 73.5%-19.0pp | 82.8%-28.3pp |
| Annual return | 17.98% | 1312.75%-1294.8pp | 965.08%-947.1pp | 578.59%-560.6pp |
| Employer contribution / active EE | $841 | $3,132-73.1% | $2,839-70.4% | $4,876-82.7% |
| Participant deferral / active EE | $4,652 | $3,972+17.1% | $3,609+28.9% | $5,439-14.5% |
| Admin fee / account holder | $2,630 | $5,709-53.9% | $4,904-46.4% | $10,886-75.8% |