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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 | $131,753 | $70,366+87.2% | $66,674+97.6% | $138,895-5.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 19.32% | 386.41%-367.1pp | 321.24%-301.9pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,700 | $2,765-2.4% | $2,620+3.1% | $4,194-35.6% |
| Participant deferral / active EE | $6,750 | $4,374+54.3% | $4,084+65.3% | $6,396+5.5% |
| Admin fee / account holder | $317 | $5,262-94.0% | $5,098-93.8% | $12,562-97.5% |