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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 | $80,978 | $72,071+12.4% | $68,368+18.4% | $137,256-41.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 14.20% | 353.14%-338.9pp | 292.57%-278.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,535 | $2,788-9.1% | $2,649-4.3% | $4,156-39.0% |
| Participant deferral / active EE | $3,004 | $4,410-31.9% | $4,123-27.1% | $6,407-53.1% |
| Admin fee / account holder | $10,282 | $5,336+92.7% | $5,150+99.7% | $12,270-16.2% |