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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 | $105,053 | $88,754+18.4% | $81,820+28.4% | $145,877-28.0% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 20.55% | 1031.77%-1011.2pp | 777.93%-757.4pp | 551.28%-530.7pp |
| Employer contribution / active EE | $1,911 | $3,085-38.1% | $2,915-34.4% | $4,663-59.0% |
| Participant deferral / active EE | $2,005 | $4,648-56.9% | $4,323-53.6% | $6,691-70.0% |
| Admin fee / account holder | $802 | $8,424-90.5% | $7,391-89.2% | $13,402-94.0% |