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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 | $111,166 | $88,754+25.3% | $81,820+35.9% | $145,877-23.8% |
| Participation rate | 64.7% | 75.1%-10.4pp | 72.4%-7.7pp | 80.3%-15.6pp |
| Annual return | 18.32% | 1031.77%-1013.4pp | 777.93%-759.6pp | 551.28%-533.0pp |
| Employer contribution / active EE | $2,833 | $3,085-8.2% | $2,915-2.8% | $4,663-39.2% |
| Participant deferral / active EE | $4,594 | $4,648-1.1% | $4,323+6.3% | $6,691-31.3% |
| Admin fee / account holder | $646 | $8,424-92.3% | $7,391-91.3% | $13,402-95.2% |