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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 | $116,878 | $88,754+31.7% | $81,820+42.8% | $145,877-19.9% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 14.59% | 1031.77%-1017.2pp | 777.93%-763.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $3,694 | $3,085+19.7% | $2,915+26.7% | $4,663-20.8% |
| Participant deferral / active EE | $7,957 | $4,648+71.2% | $4,323+84.1% | $6,691+18.9% |
| Admin fee / account holder | $8,931 | $8,424+6.0% | $7,391+20.8% | $13,402-33.4% |