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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 | $108,897-5.5% | $100,378+2.5% | $145,877-29.5% |
| Participation rate | 61.1% | 83.0%-21.9pp | 81.5%-20.4pp | 80.3%-19.2pp |
| Annual return | 13.71% | 58.17%-44.5pp | 49.41%-35.7pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,908 | $4,420-34.2% | $3,942-26.2% | $4,663-37.6% |
| Participant deferral / active EE | $6,564 | $8,455-22.4% | $8,087-18.8% | $6,691-1.9% |
| Admin fee / account holder | $8,240 | $9,690-15.0% | $7,899+4.3% | $13,402-38.5% |