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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 | $88,754+12.8% | $81,820+22.4% | $145,877-31.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 16.26% | 1031.77%-1015.5pp | 777.93%-761.7pp | 551.28%-535.0pp |
| Employer contribution / active EE | $3,300 | $3,085+7.0% | $2,915+13.2% | $4,663-29.2% |
| Participant deferral / active EE | $6,750 | $4,648+45.2% | $4,323+56.2% | $6,691+0.9% |
| Admin fee / account holder | $7,763 | $8,424-7.8% | $7,391+5.0% | $13,402-42.1% |