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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 | $111,521 | $88,778+25.6% | $81,844+36.3% | $145,884-23.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 15.83% | 1033.03%-1017.2pp | 778.87%-763.0pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,946 | $3,087-37.0% | $2,916-33.3% | $4,662-58.3% |
| Participant deferral / active EE | $4,844 | $4,648+4.2% | $4,323+12.0% | $6,690-27.6% |
| Admin fee / account holder | $2,327 | $8,430-72.4% | $7,355-68.4% | $13,392-82.6% |