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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 | $88,702+26.7% | $81,780+37.4% | $145,978-23.0% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.4%-3.6pp | 80.3%-11.5pp |
| Annual return | 14.30% | 1029.12%-1014.8pp | 776.27%-762.0pp | 550.52%-536.2pp |
| Employer contribution / active EE | $3,084 | $3,0840% | $2,914+5.8% | $4,662-33.8% |
| Participant deferral / active EE | $6,822 | $4,645+46.9% | $4,321+57.9% | $6,690+2.0% |
| Admin fee / account holder | $10,913 | $8,414+29.7% | $7,384+47.8% | $13,400-18.6% |