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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 | $125,811 | $88,702+41.8% | $81,780+53.8% | $145,978-13.8% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 18.73% | 1029.12%-1010.4pp | 776.27%-757.5pp | 550.52%-531.8pp |
| Employer contribution / active EE | $2,646 | $3,084-14.2% | $2,914-9.2% | $4,662-43.2% |
| Participant deferral / active EE | $10,849 | $4,645+133.6% | $4,321+151.1% | $6,690+62.2% |
| Admin fee / account holder | $1,518 | $8,414-82.0% | $7,384-79.4% | $13,400-88.7% |