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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 | $117,271 | $121,701-3.6% | $104,639+12.1% | $158,982-26.2% |
| Participation rate | 57.1% | 77.5%-20.4pp | 74.1%-16.9pp | 82.0%-24.8pp |
| Annual return | 19.45% | 465.72%-446.3pp | 340.67%-321.2pp | 302.99%-283.5pp |
| Employer contribution / active EE | $3,570 | $3,165+12.8% | $2,682+33.1% | $4,763-25.0% |
| Participant deferral / active EE | $12,063 | $4,176+188.9% | $3,738+222.7% | $5,983+101.6% |
| Admin fee / account holder | $380 | $7,778-95.1% | $6,465-94.1% | $11,252-96.6% |