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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 | $106,854 | $110,093-2.9% | $97,295+9.8% | $145,897-26.8% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.2pp |
| Annual return | 11.05% | 244.76%-233.7pp | 75.62%-64.6pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,682 | $3,077-45.3% | $2,723-38.2% | $4,663-63.9% |
| Participant deferral / active EE | $11,764 | $4,678+151.5% | $4,264+175.9% | $6,689+75.9% |
| Admin fee / account holder | $749 | $6,212-87.9% | $5,646-86.7% | $13,390-94.4% |