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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 | $102,393+2.0% | $147,041-29.0% | $80,911+29.1% |
| Participation rate | 68.3% | 75.9%-7.6pp | 82.2%-13.9pp | 67.6%+0.6pp |
| Annual return | 14.39% | 134.95%-120.6pp | 419.21%-404.8pp | 35.63%-21.2pp |
| Employer contribution / active EE | $4,041 | $3,715+8.8% | $4,935-18.1% | $2,756+46.6% |
| Participant deferral / active EE | $8,565 | $6,647+28.8% | $8,071+6.1% | $4,297+99.3% |
| Admin fee / account holder | $3,630 | $7,943-54.3% | $13,006-72.1% | $6,935-47.7% |