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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 | $109,013 | $102,382+6.5% | $147,005-25.8% | $80,874+34.8% |
| Participation rate | 69.4% | 75.8%-6.5pp | 82.2%-12.8pp | 67.6%+1.7pp |
| Annual return | 16.51% | 134.89%-118.4pp | 418.76%-402.3pp | 35.62%-19.1pp |
| Employer contribution / active EE | $4,899 | $3,715+31.9% | $4,934-0.7% | $2,756+77.8% |
| Participant deferral / active EE | $6,860 | $6,646+3.2% | $8,070-15.0% | $4,297+59.7% |
| Admin fee / account holder | $678 | $7,942-91.5% | $13,006-94.8% | $6,935-90.2% |