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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 | $93,534 | $88,754+5.4% | $81,820+14.3% | $145,877-35.9% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 27.18% | 1031.77%-1004.6pp | 777.93%-750.8pp | 551.28%-524.1pp |
| Employer contribution / active EE | $2,418 | $3,085-21.6% | $2,915-17.0% | $4,663-48.1% |
| Participant deferral / active EE | $4,363 | $4,648-6.1% | $4,323+0.9% | $6,691-34.8% |
| Admin fee / account holder | $577 | $8,424-93.2% | $7,391-92.2% | $13,402-95.7% |