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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 | $104,894 | $183,988-43.0% | $162,177-35.3% | $152,897-31.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 29.43% | 150.79%-121.4pp | 115.60%-86.2pp | 345.43%-316.0pp |
| Employer contribution / active EE | $4,802 | $6,370-24.6% | $5,613-14.5% | $4,764+0.8% |
| Participant deferral / active EE | $8,523 | $8,032+6.1% | $7,297+16.8% | $5,851+45.7% |
| Admin fee / account holder | $1,224 | $13,123-90.7% | $10,843-88.7% | $11,599-89.4% |