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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 | $88,710+31.8% | $81,783+42.9% | $145,959-19.9% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 14.59% | 1027.26%-1012.7pp | 775.05%-760.5pp | 561.95%-547.4pp |
| Employer contribution / active EE | $3,694 | $3,083+19.8% | $2,913+26.8% | $4,661-20.7% |
| Participant deferral / active EE | $7,957 | $4,645+71.3% | $4,320+84.2% | $6,689+19.0% |
| Admin fee / account holder | $8,931 | $8,407+6.2% | $7,380+21.0% | $13,398-33.3% |