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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 | $111,881 | $102,385+9.3% | $147,080-23.9% | $80,935+38.2% |
| Participation rate | 67.9% | 75.9%-8.0pp | 82.2%-14.3pp | 67.7%+0.2pp |
| Annual return | 16.59% | 135.09%-118.5pp | 420.17%-403.6pp | 35.66%-19.1pp |
| Employer contribution / active EE | $3,682 | $3,717-0.9% | $4,933-25.4% | $2,757+33.6% |
| Participant deferral / active EE | $9,461 | $6,651+42.2% | $8,066+17.3% | $4,299+120.0% |
| Admin fee / account holder | $3,499 | $7,951-56.0% | $12,989-73.1% | $6,924-49.5% |