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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 | $100,341 | $88,702+13.1% | $81,780+22.7% | $145,978-31.3% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.4%-27.9pp | 80.3%-35.8pp |
| Annual return | 15.96% | 1029.12%-1013.2pp | 776.27%-760.3pp | 550.52%-534.6pp |
| Employer contribution / active EE | $440 | $3,084-85.7% | $2,914-84.9% | $4,662-90.6% |
| Participant deferral / active EE | $3,822 | $4,645-17.7% | $4,321-11.5% | $6,690-42.9% |
| Admin fee / account holder | $4,942 | $8,414-41.3% | $7,384-33.1% | $13,400-63.1% |