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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 | $112,355 | $88,815+26.5% | $81,882+37.2% | $145,897-23.0% |
| Participation rate | 68.8% | 75.1%-6.3pp | 72.4%-3.6pp | 80.3%-11.6pp |
| Annual return | 14.30% | 1033.75%-1019.4pp | 779.47%-765.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $3,084 | $3,086-0.1% | $2,916+5.8% | $4,663-33.9% |
| Participant deferral / active EE | $6,822 | $4,647+46.8% | $4,323+57.8% | $6,689+2.0% |
| Admin fee / account holder | $10,913 | $8,434+29.4% | $7,360+48.3% | $13,390-18.5% |