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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 | $107,940 | $202,342-46.7% | $172,752-37.5% | $152,897-29.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 23.89% | 1029.83%-1005.9pp | 802.97%-779.1pp | 345.43%-321.5pp |
| Employer contribution / active EE | $1,429 | $5,858-75.6% | $5,144-72.2% | $4,764-70.0% |
| Participant deferral / active EE | $5,262 | $5,948-11.5% | $5,198+1.2% | $5,851-10.1% |
| Admin fee / account holder | $1,375 | $17,111-92.0% | $13,955-90.1% | $11,599-88.1% |