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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 | $166,131-38.2% | $164,975-37.7% | $145,877-29.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 11.11% | 100.37%-89.3pp | 70.12%-59.0pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,650 | $5,276-49.8% | $4,343-39.0% | $4,663-43.2% |
| Participant deferral / active EE | $6,937 | $6,962-0.4% | $6,033+15.0% | $6,691+3.7% |
| Admin fee / account holder | $18,768 | $16,648+12.7% | $12,688+47.9% | $13,402+40.0% |