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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 | $101,724 | $111,785-9.0% | $93,669+8.6% | $145,877-30.3% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 16.19% | 203.79%-187.6pp | 133.59%-117.4pp | 551.28%-535.1pp |
| Employer contribution / active EE | $2,732 | $3,096-11.7% | $2,424+12.7% | $4,663-41.4% |
| Participant deferral / active EE | $7,025 | $4,919+42.8% | $4,416+59.1% | $6,691+5.0% |
| Admin fee / account holder | $1,707 | $10,256-83.4% | $8,291-79.4% | $13,402-87.3% |