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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 | $118,989 | $88,815+34.0% | $81,882+45.3% | $145,897-18.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.67% | 1033.75%-1023.1pp | 779.47%-768.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $3,148 | $3,086+2.0% | $2,916+8.0% | $4,663-32.5% |
| Participant deferral / active EE | $5,932 | $4,647+27.7% | $4,323+37.2% | $6,689-11.3% |
| Admin fee / account holder | $394 | $8,434-95.3% | $7,360-94.6% | $13,390-97.1% |