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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 | $109,247 | $103,038+6.0% | $90,324+20.9% | $152,909-28.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 15.99% | 95.25%-79.3pp | 78.15%-62.2pp | 345.46%-329.5pp |
| Employer contribution / active EE | $7,105 | $3,141+126.2% | $2,856+148.8% | $4,764+49.1% |
| Participant deferral / active EE | $4,672 | $4,282+9.1% | $3,885+20.3% | $5,851-20.1% |
| Admin fee / account holder | $1,879 | $6,177-69.6% | $5,356-64.9% | $11,601-83.8% |