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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 | $98,524 | $88,815+10.9% | $81,882+20.3% | $145,897-32.5% |
| Participation rate | 64.7% | 75.1%-10.4pp | 72.4%-7.7pp | 80.3%-15.6pp |
| Annual return | 16.21% | 1033.75%-1017.5pp | 779.47%-763.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $2,324 | $3,086-24.7% | $2,916-20.3% | $4,663-50.1% |
| Participant deferral / active EE | $9,895 | $4,647+112.9% | $4,323+128.9% | $6,689+47.9% |
| Admin fee / account holder | $26,407 | $8,434+213.1% | $7,360+258.8% | $13,390+97.2% |