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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 | $101,943 | $96,361+5.8% | $80,607+26.5% | $139,456-26.9% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 19.84% | 1350.95%-1331.1pp | 936.11%-916.3pp | 373.45%-353.6pp |
| Employer contribution / active EE | $5,828 | $3,262+78.6% | $2,724+113.9% | $4,753+22.6% |
| Participant deferral / active EE | $9,711 | $5,232+85.6% | $4,448+118.3% | $6,711+44.7% |
| Admin fee / account holder | $3,365 | $6,601-49.0% | $5,379-37.4% | $11,407-70.5% |