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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 | $109,323 | $99,011+10.4% | $86,582+26.3% | $147,586-25.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 21.64% | 1312.75%-1291.1pp | 965.08%-943.4pp | 578.59%-557.0pp |
| Employer contribution / active EE | $3,098 | $3,132-1.1% | $2,839+9.1% | $4,876-36.5% |
| Participant deferral / active EE | $3,940 | $3,972-0.8% | $3,609+9.2% | $5,439-27.6% |
| Admin fee / account holder | $6,264 | $5,709+9.7% | $4,904+27.7% | $10,886-42.5% |