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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 | $109,350 | $72,446+50.9% | $67,561+61.9% | $145,877-25.0% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 14.59% | 7211.98%-7197.4pp | 3525.44%-3510.9pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,872 | $3,072-6.5% | $2,735+5.0% | $4,663-38.4% |
| Participant deferral / active EE | $9,799 | $4,785+104.8% | $4,003+144.8% | $6,691+46.5% |
| Admin fee / account holder | $552 | $5,541-90.0% | $4,006-86.2% | $13,402-95.9% |