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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 | $97,980 | $102,595-4.5% | $94,057+4.2% | $154,746-36.7% |
| Participation rate | 63.6% | 76.0%-12.4pp | 73.3%-9.7pp | 80.7%-17.1pp |
| Annual return | 19.15% | 583.42%-564.3pp | 480.62%-461.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,224 | $3,147+2.4% | $2,933+9.9% | $4,379-26.4% |
| Participant deferral / active EE | $8,413 | $5,118+64.4% | $4,709+78.6% | $6,730+25.0% |
| Admin fee / account holder | $1,258 | $7,736-83.7% | $7,244-82.6% | $14,365-91.2% |