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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 | $89,036 | $88,815+0.2% | $81,882+8.7% | $145,897-39.0% |
| Participation rate | 58.3% | 75.1%-16.7pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | 18.17% | 1033.75%-1015.6pp | 779.47%-761.3pp | 552.29%-534.1pp |
| Employer contribution / active EE | $2,087 | $3,086-32.4% | $2,916-28.4% | $4,663-55.2% |
| Participant deferral / active EE | $3,939 | $4,647-15.2% | $4,323-8.9% | $6,689-41.1% |
| Admin fee / account holder | $13,166 | $8,434+56.1% | $7,360+78.9% | $13,390-1.7% |