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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 | $114,595 | $88,702+29.2% | $81,780+40.1% | $145,978-21.5% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 19.13% | 1029.12%-1010.0pp | 776.27%-757.1pp | 550.52%-531.4pp |
| Employer contribution / active EE | $1,989 | $3,084-35.5% | $2,914-31.8% | $4,662-57.3% |
| Participant deferral / active EE | $7,251 | $4,645+56.1% | $4,321+67.8% | $6,690+8.4% |
| Admin fee / account holder | $1,394 | $8,414-83.4% | $7,384-81.1% | $13,400-89.6% |