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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 | $101,732 | $202,342-49.7% | $172,752-41.1% | $152,897-33.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 20.89% | 1029.83%-1008.9pp | 802.97%-782.1pp | 345.43%-324.5pp |
| Employer contribution / active EE | $1,974 | $5,858-66.3% | $5,144-61.6% | $4,764-58.6% |
| Participant deferral / active EE | $5,270 | $5,948-11.4% | $5,198+1.4% | $5,851-9.9% |
| Admin fee / account holder | $960 | $17,111-94.4% | $13,955-93.1% | $11,599-91.7% |