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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 | $131,116 | $70,366+86.3% | $66,674+96.7% | $138,895-5.6% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.7%-15.8pp | 79.9%-22.0pp |
| Annual return | 17.00% | 386.41%-369.4pp | 321.24%-304.2pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,861 | $2,765-32.7% | $2,620-29.0% | $4,194-55.6% |
| Participant deferral / active EE | $9,951 | $4,374+127.5% | $4,084+143.7% | $6,396+55.6% |
| Admin fee / account holder | $12,486 | $5,262+137.3% | $5,098+144.9% | $12,562-0.6% |