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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 | $114,084 | $88,702+28.6% | $81,780+39.5% | $145,978-21.8% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.4%-3.1pp | 80.3%-11.1pp |
| Annual return | 10.81% | 1029.12%-1018.3pp | 776.27%-765.5pp | 550.52%-539.7pp |
| Employer contribution / active EE | $1,688 | $3,084-45.3% | $2,914-42.1% | $4,662-63.8% |
| Participant deferral / active EE | $4,245 | $4,645-8.6% | $4,321-1.7% | $6,690-36.5% |
| Admin fee / account holder | $1,190 | $8,414-85.9% | $7,384-83.9% | $13,400-91.1% |