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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 | $107,385 | $88,754+21.0% | $81,820+31.2% | $145,877-26.4% |
| Participation rate | 30.4% | 75.1%-44.6pp | 72.4%-42.0pp | 80.3%-49.9pp |
| Annual return | 11.00% | 1031.77%-1020.8pp | 777.93%-766.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $4,334 | $3,085+40.5% | $2,915+48.7% | $4,663-7.0% |
| Participant deferral / active EE | $4,711 | $4,648+1.4% | $4,323+9.0% | $6,691-29.6% |
| Admin fee / account holder | $579 | $8,424-93.1% | $7,391-92.2% | $13,402-95.7% |