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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 | $100,671 | $88,754+13.4% | $81,820+23.0% | $145,877-31.0% |
| Participation rate | 45.8% | 75.1%-29.2pp | 72.4%-26.6pp | 80.3%-34.5pp |
| Annual return | 15.87% | 1031.77%-1015.9pp | 777.93%-762.1pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,913 | $3,085-38.0% | $2,915-34.4% | $4,663-59.0% |
| Participant deferral / active EE | $4,547 | $4,648-2.2% | $4,323+5.2% | $6,691-32.0% |
| Admin fee / account holder | $18,111 | $8,424+115.0% | $7,391+145.1% | $13,402+35.1% |