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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 | $94,835 | $88,754+6.9% | $81,820+15.9% | $145,877-35.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.72% | 1031.77%-1018.0pp | 777.93%-764.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,585 | $3,085-16.2% | $2,915-11.3% | $4,663-44.6% |
| Participant deferral / active EE | $4,068 | $4,648-12.5% | $4,323-5.9% | $6,691-39.2% |
| Admin fee / account holder | $797 | $8,424-90.5% | $7,391-89.2% | $13,402-94.1% |