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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 | $104,422 | $102,422+2.0% | $147,117-29.0% | $80,959+29.0% |
| Participation rate | 68.3% | 75.9%-7.6pp | 82.2%-13.9pp | 67.7%+0.6pp |
| Annual return | 14.39% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $4,041 | $3,717+8.7% | $4,932-18.1% | $2,757+46.6% |
| Participant deferral / active EE | $8,565 | $6,652+28.8% | $8,065+6.2% | $4,300+99.2% |
| Admin fee / account holder | $3,630 | $7,953-54.4% | $12,993-72.1% | $6,925-47.6% |