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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 | $89,965 | $88,710+1.4% | $81,783+10.0% | $145,959-38.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 17.08% | 1027.26%-1010.2pp | 775.05%-758.0pp | 561.95%-544.9pp |
| Employer contribution / active EE | $5,453 | $3,083+76.9% | $2,913+87.2% | $4,661+17.0% |
| Participant deferral / active EE | $5,647 | $4,645+21.6% | $4,320+30.7% | $6,689-15.6% |
| Admin fee / account holder | $3,419 | $8,407-59.3% | $7,380-53.7% | $13,398-74.5% |