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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 | $104,287 | $111,830-6.7% | $93,696+11.3% | $145,884-28.5% |
| Participation rate | 61.5% | 74.2%-12.7pp | 68.7%-7.2pp | 80.3%-18.8pp |
| Annual return | 11.64% | 204.08%-192.4pp | 133.74%-122.1pp | 551.85%-540.2pp |
| Employer contribution / active EE | $4,758 | $3,093+53.8% | $2,422+96.4% | $4,662+2.0% |
| Participant deferral / active EE | $6,786 | $4,920+37.9% | $4,417+53.6% | $6,690+1.4% |
| Admin fee / account holder | $7,675 | $10,249-25.1% | $8,287-7.4% | $13,392-42.7% |