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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 | $90,528 | $102,393-11.6% | $147,041-38.4% | $80,911+11.9% |
| Participation rate | 65.0% | 75.9%-10.9pp | 82.2%-17.2pp | 67.6%-2.6pp |
| Annual return | 33.75% | 134.95%-101.2pp | 419.21%-385.5pp | 35.63%-1.9pp |
| Employer contribution / active EE | $3,852 | $3,715+3.7% | $4,935-21.9% | $2,756+39.8% |
| Participant deferral / active EE | $8,581 | $6,647+29.1% | $8,071+6.3% | $4,297+99.7% |
| Admin fee / account holder | $4,190 | $7,943-47.3% | $13,006-67.8% | $6,935-39.6% |