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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 | $118,802 | $111,785+6.3% | $93,669+26.8% | $145,877-18.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 17.68% | 203.79%-186.1pp | 133.59%-115.9pp | 551.28%-533.6pp |
| Employer contribution / active EE | $2,062 | $3,096-33.4% | $2,424-14.9% | $4,663-55.8% |
| Participant deferral / active EE | $5,250 | $4,919+6.7% | $4,416+18.9% | $6,691-21.5% |
| Admin fee / account holder | $2,009 | $10,256-80.4% | $8,291-75.8% | $13,402-85.0% |