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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 | $115,847 | $154,754-25.1% | $124,206-6.7% | $138,895-16.6% |
| Participation rate | 63.6% | 75.5%-11.8pp | 69.6%-5.9pp | 79.9%-16.3pp |
| Annual return | 22.35% | 709.28%-686.9pp | 515.27%-492.9pp | 145.39%-123.0pp |
| Employer contribution / active EE | $2,384 | $4,446-46.4% | $3,540-32.6% | $4,194-43.2% |
| Participant deferral / active EE | $10,039 | $4,621+117.3% | $3,968+153.0% | $6,396+57.0% |
| Admin fee / account holder | $15,394 | $6,690+130.1% | $5,929+159.7% | $12,562+22.5% |