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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 | $88,778+11.0% | $81,844+20.4% | $145,884-32.5% |
| Participation rate | 64.7% | 75.1%-10.4pp | 72.4%-7.7pp | 80.3%-15.6pp |
| Annual return | 16.21% | 1033.03%-1016.8pp | 778.87%-762.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $2,324 | $3,087-24.7% | $2,916-20.3% | $4,662-50.1% |
| Participant deferral / active EE | $9,895 | $4,648+112.9% | $4,323+128.9% | $6,690+47.9% |
| Admin fee / account holder | $26,407 | $8,430+213.2% | $7,355+259.0% | $13,392+97.2% |