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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 | $99,265 | $88,815+11.8% | $81,882+21.2% | $145,897-32.0% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 10.26% | 1033.75%-1023.5pp | 779.47%-769.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,169 | $3,086-29.7% | $2,916-25.6% | $4,663-53.5% |
| Participant deferral / active EE | $3,785 | $4,647-18.5% | $4,323-12.4% | $6,689-43.4% |
| Admin fee / account holder | $1,240 | $8,434-85.3% | $7,360-83.1% | $13,390-90.7% |