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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 | $111,667 | $175,257-36.3% | $149,717-25.4% | $139,456-19.9% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 18.39% | 166.70%-148.3pp | 134.41%-116.0pp | 373.45%-355.1pp |
| Employer contribution / active EE | $3,647 | $5,477-33.4% | $4,820-24.3% | $4,753-23.3% |
| Participant deferral / active EE | $6,973 | $6,521+6.9% | $5,682+22.7% | $6,711+3.9% |
| Admin fee / account holder | $397 | $16,156-97.5% | $13,213-97.0% | $11,407-96.5% |