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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 | $98,028 | $88,702+10.5% | $81,780+19.9% | $145,978-32.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 13.52% | 1029.12%-1015.6pp | 776.27%-762.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $2,346 | $3,084-23.9% | $2,914-19.5% | $4,662-49.7% |
| Participant deferral / active EE | $8,968 | $4,645+93.1% | $4,321+107.6% | $6,690+34.1% |
| Admin fee / account holder | $1,843 | $8,414-78.1% | $7,384-75.0% | $13,400-86.2% |