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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 | $102,908 | $108,942-5.5% | $100,415+2.5% | $145,897-29.5% |
| Participation rate | 61.1% | 83.0%-21.9pp | 81.5%-20.4pp | 80.3%-19.2pp |
| Annual return | 13.71% | 58.27%-44.6pp | 49.47%-35.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,908 | $4,422-34.2% | $3,943-26.2% | $4,663-37.6% |
| Participant deferral / active EE | $6,564 | $8,461-22.4% | $8,091-18.9% | $6,689-1.9% |
| Admin fee / account holder | $8,240 | $9,702-15.1% | $7,906+4.2% | $13,390-38.5% |