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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 | $99,856 | $70,366+41.9% | $66,674+49.8% | $138,895-28.1% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.7%-10.0pp | 79.9%-16.3pp |
| Annual return | 15.00% | 386.41%-371.4pp | 321.24%-306.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,315 | $2,765-16.3% | $2,620-11.7% | $4,194-44.8% |
| Participant deferral / active EE | $3,688 | $4,374-15.7% | $4,084-9.7% | $6,396-42.3% |
| Admin fee / account holder | $5,948 | $5,262+13.0% | $5,098+16.7% | $12,562-52.7% |