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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 | $99,412 | $85,766+15.9% | $136,298-27.1% | $70,126+41.8% |
| Participation rate | 59.5% | 74.2%-14.6pp | 81.9%-22.4pp | 69.5%-10.0pp |
| Annual return | 22.32% | 31.46%-9.1pp | 5156.27%-5133.9pp | 73.15%-50.8pp |
| Employer contribution / active EE | $2,996 | $2,966+1.0% | $4,696-36.2% | $2,343+27.9% |
| Participant deferral / active EE | $5,178 | $5,051+2.5% | $6,247-17.1% | $3,332+55.4% |
| Admin fee / account holder | $4,567 | $5,421-15.8% | $9,244-50.6% | $4,645-1.7% |