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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 | $98,601 | $107,941-8.7% | $91,994+7.2% | $152,909-35.5% |
| Participation rate | 63.2% | 81.2%-18.0pp | 78.6%-15.5pp | 82.5%-19.3pp |
| Annual return | 17.71% | 89.28%-71.6pp | 69.04%-51.3pp | 345.46%-327.8pp |
| Employer contribution / active EE | $4,357 | $4,212+3.5% | $3,453+26.2% | $4,764-8.5% |
| Participant deferral / active EE | $8,232 | $6,366+29.3% | $5,924+39.0% | $5,851+40.7% |
| Admin fee / account holder | $12,555 | $10,521+19.3% | $7,744+62.1% | $11,601+8.2% |