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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 | $88,815+13.8% | $81,882+23.4% | $145,897-30.7% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 19.32% | 1033.75%-1014.4pp | 779.47%-760.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,548 | $3,086-49.9% | $2,916-46.9% | $4,663-66.8% |
| Participant deferral / active EE | $4,318 | $4,647-7.1% | $4,323-0.1% | $6,689-35.5% |
| Admin fee / account holder | $1,202 | $8,434-85.7% | $7,360-83.7% | $13,390-91.0% |