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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 | $100,238 | $88,815+12.9% | $81,882+22.4% | $145,897-31.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.29% | 1033.75%-1020.5pp | 779.47%-766.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,610 | $3,086-15.4% | $2,916-10.5% | $4,663-44.0% |
| Participant deferral / active EE | $5,861 | $4,647+26.1% | $4,323+35.6% | $6,689-12.4% |
| Admin fee / account holder | $541 | $8,434-93.6% | $7,360-92.7% | $13,390-96.0% |