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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 | $100,159 | $88,815+12.8% | $81,882+22.3% | $145,897-31.3% |
| Participation rate | 65.2% | 75.1%-9.9pp | 72.4%-7.2pp | 80.3%-15.1pp |
| Annual return | 17.97% | 1033.75%-1015.8pp | 779.47%-761.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $2,529 | $3,086-18.0% | $2,916-13.3% | $4,663-45.8% |
| Participant deferral / active EE | $6,494 | $4,647+39.7% | $4,323+50.2% | $6,689-2.9% |
| Admin fee / account holder | $976 | $8,434-88.4% | $7,360-86.7% | $13,390-92.7% |