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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 | $122,646 | $129,737-5.5% | $119,126+3.0% | $154,746-20.7% |
| Participation rate | 61.5% | 78.9%-17.3pp | 75.8%-14.2pp | 80.7%-19.2pp |
| Annual return | 27.73% | 379.08%-351.4pp | 282.11%-254.4pp | 172.34%-144.6pp |
| Employer contribution / active EE | $3,864 | $4,375-11.7% | $4,034-4.2% | $4,379-11.8% |
| Participant deferral / active EE | $18,633 | $5,842+219.0% | $5,318+250.4% | $6,730+176.9% |
| Admin fee / account holder | $3,089 | $11,961-74.2% | $10,693-71.1% | $14,365-78.5% |