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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 | $100,541 | $88,702+13.3% | $81,780+22.9% | $145,978-31.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 25.69% | 1029.12%-1003.4pp | 776.27%-750.6pp | 550.52%-524.8pp |
| Employer contribution / active EE | $2,247 | $3,084-27.1% | $2,914-22.9% | $4,662-51.8% |
| Participant deferral / active EE | $8,010 | $4,645+72.4% | $4,321+85.4% | $6,690+19.7% |
| Admin fee / account holder | $5,887 | $8,414-30.0% | $7,384-20.3% | $13,400-56.1% |