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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 | $102,752 | $166,242-38.2% | $165,071-37.8% | $145,884-29.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 11.11% | 100.44%-89.3pp | 70.17%-59.1pp | 551.85%-540.7pp |
| Employer contribution / active EE | $2,650 | $5,283-49.8% | $4,347-39.1% | $4,662-43.2% |
| Participant deferral / active EE | $6,937 | $6,964-0.4% | $6,035+14.9% | $6,690+3.7% |
| Admin fee / account holder | $18,768 | $16,658+12.7% | $12,695+47.8% | $13,392+40.1% |