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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 | $72,071+24.2% | $68,368+30.9% | $137,256-34.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 26.28% | 353.14%-326.9pp | 292.57%-266.3pp | 220.34%-194.1pp |
| Employer contribution / active EE | $11,159 | $2,788+300.3% | $2,649+321.3% | $4,156+168.5% |
| Participant deferral / active EE | $11,924 | $4,410+170.4% | $4,123+189.2% | $6,407+86.1% |
| Admin fee / account holder | $734 | $5,336-86.2% | $5,150-85.7% | $12,270-94.0% |