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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 | $101,040 | $88,710+13.9% | $81,783+23.5% | $145,959-30.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 19.32% | 1027.26%-1007.9pp | 775.05%-755.7pp | 561.95%-542.6pp |
| Employer contribution / active EE | $1,548 | $3,083-49.8% | $2,913-46.9% | $4,661-66.8% |
| Participant deferral / active EE | $4,318 | $4,645-7.0% | $4,320-0.1% | $6,689-35.4% |
| Admin fee / account holder | $1,202 | $8,407-85.7% | $7,380-83.7% | $13,398-91.0% |