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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 | $120,768 | $108,695+11.1% | $74,722+61.6% | $152,897-21.0% |
| Participation rate | 60.0% | 65.4%-5.4pp | 54.5%+5.5pp | 82.5%-22.5pp |
| Annual return | 22.86% | 114.11%-91.2pp | 753.11%-730.3pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,089 | $1,504-27.6% | $1,084+0.5% | $4,764-77.1% |
| Participant deferral / active EE | $2,736 | $2,712+0.9% | $1,963+39.3% | $5,851-53.2% |
| Admin fee / account holder | $5,380 | $4,906+9.7% | $3,335+61.3% | $11,599-53.6% |