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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 | $117,073 | $102,635+14.1% | $86,209+35.8% | $139,456-16.0% |
| Participation rate | 68.4% | 74.5%-6.1pp | 69.0%-0.5pp | 80.3%-11.9pp |
| Annual return | 17.19% | 1923.53%-1906.3pp | 1169.05%-1151.9pp | 373.45%-356.3pp |
| Employer contribution / active EE | $1,029 | $3,034-66.1% | $2,381-56.8% | $4,753-78.3% |
| Participant deferral / active EE | $2,367 | $4,677-49.4% | $3,986-40.6% | $6,711-64.7% |
| Admin fee / account holder | $1,827 | $8,661-78.9% | $6,853-73.3% | $11,407-84.0% |