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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 | $91,703 | $88,778+3.3% | $81,844+12.0% | $145,884-37.1% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 23.54% | 1033.03%-1009.5pp | 778.87%-755.3pp | 551.85%-528.3pp |
| Employer contribution / active EE | $1,685 | $3,087-45.4% | $2,916-42.2% | $4,662-63.9% |
| Participant deferral / active EE | $1,685 | $4,648-63.7% | $4,323-61.0% | $6,690-74.8% |
| Admin fee / account holder | $10,238 | $8,430+21.4% | $7,355+39.2% | $13,392-23.6% |