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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 | $110,052 | $68,097+61.6% | $62,929+74.9% | $137,256-19.8% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 20.69% | 1859.11%-1838.4pp | 1063.93%-1043.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,572 | $2,811-8.5% | $2,505+2.7% | $4,156-38.1% |
| Participant deferral / active EE | $11,888 | $4,553+161.1% | $3,888+205.7% | $6,407+85.5% |
| Admin fee / account holder | $458 | $6,521-93.0% | $5,065-91.0% | $12,270-96.3% |