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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 | $112,618 | $88,778+26.9% | $81,844+37.6% | $145,884-22.8% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 14.18% | 1033.03%-1018.9pp | 778.87%-764.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $880 | $3,087-71.5% | $2,916-69.8% | $4,662-81.1% |
| Participant deferral / active EE | $4,617 | $4,648-0.7% | $4,323+6.8% | $6,690-31.0% |
| Admin fee / account holder | $1,470 | $8,430-82.6% | $7,355-80.0% | $13,392-89.0% |