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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 | $101,487 | $77,145+31.6% | $108,410-6.4% | $85,856+18.2% |
| Participation rate | 61.5% | 74.7%-13.1pp | 80.1%-18.6pp | 69.3%-7.8pp |
| Annual return | 15.65% | 44.54%-28.9pp | 905.34%-889.7pp | 318.58%-302.9pp |
| Employer contribution / active EE | $2,835 | $2,379+19.2% | $3,558-20.3% | $2,565+10.5% |
| Participant deferral / active EE | $4,204 | $5,566-24.5% | $6,562-35.9% | $3,952+6.4% |
| Admin fee / account holder | $1,724 | $5,172-66.7% | $7,296-76.4% | $6,261-72.5% |