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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 | $104,180 | $100,938+3.2% | $90,461+15.2% | $158,982-34.5% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 17.36% | 1727.20%-1709.8pp | 1294.76%-1277.4pp | 302.99%-285.6pp |
| Employer contribution / active EE | $5,078 | $3,691+37.6% | $3,264+55.6% | $4,763+6.6% |
| Participant deferral / active EE | $1,795 | $4,350-58.7% | $3,964-54.7% | $5,983-70.0% |
| Admin fee / account holder | $2,519 | $6,510-61.3% | $5,617-55.1% | $11,252-77.6% |