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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 | $94,250 | $100,060-5.8% | $149,721-37.0% | $70,126+34.4% |
| Participation rate | 68.4% | 83.6%-15.2pp | 87.1%-18.6pp | 69.5%-1.1pp |
| Annual return | 21.75% | 27.46%-5.7pp | 1501.67%-1479.9pp | 73.15%-51.4pp |
| Employer contribution / active EE | $3,191 | $3,661-12.9% | $5,444-41.4% | $2,343+36.2% |
| Participant deferral / active EE | $7,225 | $4,982+45.0% | $6,568+10.0% | $3,332+116.8% |
| Admin fee / account holder | $2,387 | $8,285-71.2% | $11,282-78.8% | $4,645-48.6% |