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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 | $125,620 | $102,393+22.7% | $147,041-14.6% | $80,911+55.3% |
| Participation rate | 68.2% | 75.9%-7.7pp | 82.2%-14.0pp | 67.6%+0.5pp |
| Annual return | 22.80% | 134.95%-112.1pp | 419.21%-396.4pp | 35.63%-12.8pp |
| Employer contribution / active EE | $3,940 | $3,715+6.0% | $4,935-20.2% | $2,756+43.0% |
| Participant deferral / active EE | $9,439 | $6,647+42.0% | $8,071+17.0% | $4,297+119.7% |
| Admin fee / account holder | $9,700 | $7,943+22.1% | $13,006-25.4% | $6,935+39.9% |