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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 | $110,565 | $68,097+62.4% | $62,929+75.7% | $137,256-19.4% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 12.25% | 1859.11%-1846.9pp | 1063.93%-1051.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $983 | $2,811-65.0% | $2,505-60.7% | $4,156-76.3% |
| Participant deferral / active EE | $4,487 | $4,553-1.4% | $3,888+15.4% | $6,407-30.0% |
| Admin fee / account holder | $1,697 | $6,521-74.0% | $5,065-66.5% | $12,270-86.2% |