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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 | $93,159 | $88,754+5.0% | $81,820+13.9% | $145,877-36.1% |
| Participation rate | 43.5% | 75.1%-31.6pp | 72.4%-28.9pp | 80.3%-36.8pp |
| Annual return | 14.52% | 1031.77%-1017.2pp | 777.93%-763.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,796 | $3,085-41.8% | $2,915-38.4% | $4,663-61.5% |
| Participant deferral / active EE | $3,735 | $4,648-19.6% | $4,323-13.6% | $6,691-44.2% |
| Admin fee / account holder | $1,754 | $8,424-79.2% | $7,391-76.3% | $13,402-86.9% |