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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 | $119,100 | $88,702+34.3% | $81,780+45.6% | $145,978-18.4% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.4%-10.8pp | 80.3%-18.8pp |
| Annual return | 12.03% | 1029.12%-1017.1pp | 776.27%-764.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $686 | $3,084-77.7% | $2,914-76.4% | $4,662-85.3% |
| Participant deferral / active EE | $4,577 | $4,645-1.5% | $4,321+5.9% | $6,690-31.6% |
| Admin fee / account holder | $7,661 | $8,414-9.0% | $7,384+3.8% | $13,400-42.8% |