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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 | $101,470 | $100,938+0.5% | $90,461+12.2% | $158,982-36.2% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.7%-26.5pp | 82.0%-35.8pp |
| Annual return | 9.28% | 1727.20%-1717.9pp | 1294.76%-1285.5pp | 302.99%-293.7pp |
| Employer contribution / active EE | $1,503 | $3,691-59.3% | $3,264-53.9% | $4,763-68.4% |
| Participant deferral / active EE | $3,813 | $4,350-12.3% | $3,964-3.8% | $5,983-36.3% |
| Admin fee / account holder | $1,325 | $6,510-79.6% | $5,617-76.4% | $11,252-88.2% |