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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 | $112,041 | $102,595+9.2% | $94,057+19.1% | $154,746-27.6% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 15.83% | 583.42%-567.6pp | 480.62%-464.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,726 | $3,147+18.4% | $2,933+27.0% | $4,379-14.9% |
| Participant deferral / active EE | $8,473 | $5,118+65.5% | $4,709+79.9% | $6,730+25.9% |
| Admin fee / account holder | $16,040 | $7,736+107.3% | $7,244+121.4% | $14,365+11.7% |