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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 | $134,867 | $104,937+28.5% | $84,628+59.4% | $152,897-11.8% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 25.31% | 373.88%-348.6pp | 258.80%-233.5pp | 345.43%-320.1pp |
| Employer contribution / active EE | $3,149 | $3,303-4.7% | $2,653+18.7% | $4,764-33.9% |
| Participant deferral / active EE | $12,876 | $4,690+174.5% | $3,900+230.2% | $5,851+120.1% |
| Admin fee / account holder | $10,257 | $6,243+64.3% | $4,914+108.7% | $11,599-11.6% |