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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 | $81,198 | $102,422-20.7% | $147,117-44.8% | $80,959+0.3% |
| Participation rate | 68.1% | 75.9%-7.8pp | 82.2%-14.1pp | 67.7%+0.4pp |
| Annual return | 26.79% | 135.16%-108.4pp | 420.54%-393.7pp | 35.67%-8.9pp |
| Employer contribution / active EE | $6,239 | $3,717+67.8% | $4,932+26.5% | $2,757+126.3% |
| Participant deferral / active EE | $10,109 | $6,652+52.0% | $8,065+25.4% | $4,300+135.1% |
| Admin fee / account holder | $934 | $7,953-88.3% | $12,993-92.8% | $6,925-86.5% |