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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 | $114,051 | $160,040-28.7% | $147,096-22.5% | $145,877-21.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 23.18% | 98.49%-75.3pp | 419.75%-396.6pp | 551.28%-528.1pp |
| Employer contribution / active EE | $3,978 | $5,289-24.8% | $4,936-19.4% | $4,663-14.7% |
| Participant deferral / active EE | $11,108 | $8,429+31.8% | $8,071+37.6% | $6,691+66.0% |
| Admin fee / account holder | $1,915 | $15,050-87.3% | $13,005-85.3% | $13,402-85.7% |