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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 | $109,084 | $102,382+6.5% | $147,005-25.8% | $80,874+34.9% |
| Participation rate | 69.5% | 75.8%-6.4pp | 82.2%-12.7pp | 67.6%+1.8pp |
| Annual return | 25.89% | 134.89%-109.0pp | 418.76%-392.9pp | 35.62%-9.7pp |
| Employer contribution / active EE | $3,899 | $3,715+5.0% | $4,934-21.0% | $2,756+41.5% |
| Participant deferral / active EE | $8,985 | $6,646+35.2% | $8,070+11.3% | $4,297+109.1% |
| Admin fee / account holder | $7,436 | $7,942-6.4% | $13,006-42.8% | $6,935+7.2% |