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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 | $92,995 | $102,382-9.2% | $147,005-36.7% | $80,874+15.0% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.2%-18.2pp | 67.6%-3.6pp |
| Annual return | 13.61% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $6,904 | $3,715+85.8% | $4,934+39.9% | $2,756+150.5% |
| Participant deferral / active EE | $11,350 | $6,646+70.8% | $8,070+40.6% | $4,297+164.1% |
| Admin fee / account holder | $18,514 | $7,942+133.1% | $13,006+42.3% | $6,935+167.0% |