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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 | $100,126 | $88,815+12.7% | $81,882+22.3% | $145,897-31.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 16.26% | 1033.75%-1017.5pp | 779.47%-763.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $3,300 | $3,086+6.9% | $2,916+13.2% | $4,663-29.2% |
| Participant deferral / active EE | $6,750 | $4,647+45.2% | $4,323+56.1% | $6,689+0.9% |
| Admin fee / account holder | $7,763 | $8,434-8.0% | $7,360+5.5% | $13,390-42.0% |