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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 | $118,680 | $88,815+33.6% | $81,882+44.9% | $145,897-18.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.89% | 1033.75%-1019.9pp | 779.47%-765.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,792 | $3,086-41.9% | $2,916-38.5% | $4,663-61.6% |
| Participant deferral / active EE | $6,503 | $4,647+39.9% | $4,323+50.4% | $6,689-2.8% |
| Admin fee / account holder | $1,023 | $8,434-87.9% | $7,360-86.1% | $13,390-92.4% |