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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 | $102,623 | $99,921+2.7% | $85,009+20.7% | $145,959-29.7% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 15.52% | 83.89%-68.4pp | 66.47%-50.9pp | 561.95%-546.4pp |
| Employer contribution / active EE | $4,624 | $3,233+43.0% | $2,728+69.5% | $4,661-0.8% |
| Participant deferral / active EE | $6,119 | $5,293+15.6% | $4,522+35.3% | $6,689-8.5% |
| Admin fee / account holder | $9,534 | $7,252+31.5% | $6,153+55.0% | $13,398-28.8% |