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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 | $121,043 | $102,595+18.0% | $94,057+28.7% | $154,746-21.8% |
| Participation rate | 58.3% | 76.0%-17.7pp | 73.3%-15.0pp | 80.7%-22.4pp |
| Annual return | 13.29% | 583.42%-570.1pp | 480.62%-467.3pp | 172.34%-159.0pp |
| Employer contribution / active EE | $2,428 | $3,147-22.8% | $2,933-17.2% | $4,379-44.5% |
| Participant deferral / active EE | $7,125 | $5,118+39.2% | $4,709+51.3% | $6,730+5.9% |
| Admin fee / account holder | $457 | $7,736-94.1% | $7,244-93.7% | $14,365-96.8% |