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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 | $97,283 | $88,702+9.7% | $81,780+19.0% | $145,978-33.4% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 11.85% | 1029.12%-1017.3pp | 776.27%-764.4pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,710 | $3,084-12.1% | $2,914-7.0% | $4,662-41.9% |
| Participant deferral / active EE | $5,906 | $4,645+27.1% | $4,321+36.7% | $6,690-11.7% |
| Admin fee / account holder | $3,018 | $8,414-64.1% | $7,384-59.1% | $13,400-77.5% |