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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 | $92,096 | $88,815+3.7% | $81,882+12.5% | $145,897-36.9% |
| Participation rate | 55.0% | 75.1%-20.1pp | 72.4%-17.4pp | 80.3%-25.3pp |
| Annual return | 10.34% | 1033.75%-1023.4pp | 779.47%-769.1pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,556 | $3,086-49.6% | $2,916-46.6% | $4,663-66.6% |
| Participant deferral / active EE | $2,139 | $4,647-54.0% | $4,323-50.5% | $6,689-68.0% |
| Admin fee / account holder | $24,351 | $8,434+188.7% | $7,360+230.9% | $13,390+81.9% |