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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 | $88,702+31.8% | $81,780+42.9% | $145,978-19.9% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 14.59% | 1029.12%-1014.5pp | 776.27%-761.7pp | 550.52%-535.9pp |
| Employer contribution / active EE | $3,694 | $3,084+19.8% | $2,914+26.8% | $4,662-20.8% |
| Participant deferral / active EE | $7,957 | $4,645+71.3% | $4,321+84.2% | $6,690+18.9% |
| Admin fee / account holder | $8,931 | $8,414+6.1% | $7,384+20.9% | $13,400-33.4% |