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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 | $88,710+26.7% | $81,783+37.4% | $145,959-23.0% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.4%-3.6pp | 80.3%-11.5pp |
| Annual return | 14.30% | 1027.26%-1013.0pp | 775.05%-760.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $3,084 | $3,0830% | $2,913+5.9% | $4,661-33.8% |
| Participant deferral / active EE | $6,822 | $4,645+46.9% | $4,320+57.9% | $6,689+2.0% |
| Admin fee / account holder | $10,913 | $8,407+29.8% | $7,380+47.9% | $13,398-18.5% |