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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 | $96,874 | $100,895-4.0% | $90,430+7.1% | $158,950-39.1% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.7%-4.3pp | 82.0%-13.5pp |
| Annual return | 15.31% | 1725.54%-1710.2pp | 1293.73%-1278.4pp | 302.91%-287.6pp |
| Employer contribution / active EE | $3,479 | $3,689-5.7% | $3,262+6.7% | $4,762-26.9% |
| Participant deferral / active EE | $9,100 | $4,347+109.3% | $3,963+129.7% | $5,983+52.1% |
| Admin fee / account holder | $5,932 | $6,505-8.8% | $5,613+5.7% | $11,248-47.3% |