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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 | $118,741 | $111,535+6.5% | $105,223+12.8% | $137,256-13.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 15.80% | 237.85%-222.1pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $11,434 | $3,939+190.3% | $3,689+210.0% | $4,156+175.1% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,188 | $9,721-87.8% | $8,859-86.6% | $12,270-90.3% |