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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 | $81,463 | $72,071+13.0% | $68,368+19.2% | $137,256-40.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 13.82% | 353.14%-339.3pp | 292.57%-278.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,830 | $2,788+1.5% | $2,649+6.8% | $4,156-31.9% |
| Participant deferral / active EE | $13,310 | $4,410+201.8% | $4,123+222.8% | $6,407+107.7% |
| Admin fee / account holder | $3,448 | $5,336-35.4% | $5,150-33.0% | $12,270-71.9% |