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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 | $100,893 | $166,131-39.3% | $164,975-38.8% | $145,877-30.8% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 16.10% | 100.37%-84.3pp | 70.12%-54.0pp | 551.28%-535.2pp |
| Employer contribution / active EE | $3,108 | $5,276-41.1% | $4,343-28.4% | $4,663-33.3% |
| Participant deferral / active EE | $12,599 | $6,962+81.0% | $6,033+108.8% | $6,691+88.3% |
| Admin fee / account holder | $984 | $16,648-94.1% | $12,688-92.2% | $13,402-92.7% |