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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 | $88,778+33.7% | $81,844+45.0% | $145,884-18.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.89% | 1033.03%-1019.1pp | 778.87%-765.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,792 | $3,087-41.9% | $2,916-38.6% | $4,662-61.6% |
| Participant deferral / active EE | $6,503 | $4,648+39.9% | $4,323+50.4% | $6,690-2.8% |
| Admin fee / account holder | $1,023 | $8,430-87.9% | $7,355-86.1% | $13,392-92.4% |