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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 | $70,366+27.2% | $66,674+34.3% | $138,895-35.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 26.28% | 386.41%-360.1pp | 321.24%-295.0pp | 145.39%-119.1pp |
| Employer contribution / active EE | $11,159 | $2,765+303.6% | $2,620+325.9% | $4,194+166.1% |
| Participant deferral / active EE | $11,924 | $4,374+172.6% | $4,084+192.0% | $6,396+86.4% |
| Admin fee / account holder | $734 | $5,262-86.0% | $5,098-85.6% | $12,562-94.2% |