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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 | $109,583 | $89,225+22.8% | $136,072-19.5% | $74,459+47.2% |
| Participation rate | 57.3% | 69.4%-12.1pp | 76.4%-19.2pp | 67.2%-10.0pp |
| Annual return | 15.33% | 22.76%-7.4pp | 580.46%-565.1pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $2,999 | $2,816+6.5% | $4,216-28.9% | $2,626+14.2% |
| Participant deferral / active EE | $5,181 | $4,597+12.7% | $7,028-26.3% | $4,350+19.1% |
| Admin fee / account holder | $10,345 | $1,545+569.5% | $6,718+54.0% | $1,945+432.0% |