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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 | $89,520 | $102,595-12.7% | $94,057-4.8% | $154,746-42.2% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 26.28% | 583.42%-557.1pp | 480.62%-454.3pp | 172.34%-146.1pp |
| Employer contribution / active EE | $11,159 | $3,147+254.6% | $2,933+280.4% | $4,379+154.8% |
| Participant deferral / active EE | $11,924 | $5,118+133.0% | $4,709+153.2% | $6,730+77.2% |
| Admin fee / account holder | $734 | $7,736-90.5% | $7,244-89.9% | $14,365-94.9% |