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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 | $97,285 | $88,815+9.5% | $81,882+18.8% | $145,897-33.3% |
| Participation rate | 61.1% | 75.1%-14.0pp | 72.4%-11.3pp | 80.3%-19.2pp |
| Annual return | 20.44% | 1033.75%-1013.3pp | 779.47%-759.0pp | 552.29%-531.9pp |
| Employer contribution / active EE | $2,246 | $3,086-27.2% | $2,916-23.0% | $4,663-51.8% |
| Participant deferral / active EE | $6,136 | $4,647+32.0% | $4,323+41.9% | $6,689-8.3% |
| Admin fee / account holder | $3,247 | $8,434-61.5% | $7,360-55.9% | $13,390-75.7% |