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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 | $106,161 | $107,941-1.6% | $91,994+15.4% | $152,909-30.6% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 23.52% | 89.28%-65.8pp | 69.04%-45.5pp | 345.46%-321.9pp |
| Employer contribution / active EE | $3,153 | $4,212-25.1% | $3,453-8.7% | $4,764-33.8% |
| Participant deferral / active EE | $6,786 | $6,366+6.6% | $5,924+14.6% | $5,851+16.0% |
| Admin fee / account holder | $1,539 | $10,521-85.4% | $7,744-80.1% | $11,601-86.7% |