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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 | $101,234 | $108,911-7.0% | $100,392+0.8% | $145,884-30.6% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 34.64% | 58.23%-23.6pp | 49.45%-14.8pp | 551.85%-517.2pp |
| Employer contribution / active EE | $2,016 | $4,420-54.4% | $3,941-48.9% | $4,662-56.8% |
| Participant deferral / active EE | $8,880 | $8,459+5.0% | $8,090+9.8% | $6,690+32.7% |
| Admin fee / account holder | $1,152 | $9,698-88.1% | $7,904-85.4% | $13,392-91.4% |