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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 | $102,422+6.4% | $147,117-25.9% | $80,959+34.7% |
| Participation rate | 69.4% | 75.9%-6.5pp | 82.2%-12.8pp | 67.7%+1.7pp |
| Annual return | 16.51% | 135.16%-118.6pp | 420.54%-404.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $4,899 | $3,717+31.8% | $4,932-0.7% | $2,757+77.7% |
| Participant deferral / active EE | $6,860 | $6,652+3.1% | $8,065-14.9% | $4,300+59.5% |
| Admin fee / account holder | $678 | $7,953-91.5% | $12,993-94.8% | $6,925-90.2% |