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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 | $116,987 | $110,551+5.8% | $80,741+44.9% | $167,518-30.2% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 17.98% | 120.57%-102.6pp | 87.30%-69.3pp | 478.71%-460.7pp |
| Employer contribution / active EE | $7,226 | $1,543+368.4% | $1,160+522.9% | $4,838+49.3% |
| Participant deferral / active EE | $14,002 | $2,870+387.8% | $2,145+552.6% | $6,342+120.8% |
| Admin fee / account holder | $452 | $4,547-90.1% | $3,380-86.6% | $12,312-96.3% |