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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 | $111,315 | $89,367+24.6% | $141,191-21.2% | $72,975+52.5% |
| Participation rate | 55.9% | 75.1%-19.2pp | 82.5%-26.5pp | 69.5%-13.6pp |
| Annual return | 21.21% | 111.87%-90.7pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $3,983 | $3,115+27.9% | $4,736-15.9% | $2,440+63.2% |
| Participant deferral / active EE | $5,376 | $5,419-0.8% | $6,710-19.9% | $3,608+49.0% |
| Admin fee / account holder | $3,127 | $5,957-47.5% | $10,264-69.5% | $5,124-39.0% |