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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 | $104,293 | $109,967-5.2% | $97,197+7.3% | $145,877-28.5% |
| Participation rate | 55.6% | 76.0%-20.4pp | 72.7%-17.1pp | 80.3%-24.7pp |
| Annual return | 11.08% | 244.27%-233.2pp | 75.47%-64.4pp | 551.28%-540.2pp |
| Employer contribution / active EE | $3,478 | $3,077+13.0% | $2,723+27.7% | $4,663-25.4% |
| Participant deferral / active EE | $2,451 | $4,676-47.6% | $4,263-42.5% | $6,691-63.4% |
| Admin fee / account holder | $1,113 | $6,199-82.0% | $5,637-80.3% | $13,402-91.7% |