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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 | $99,520 | $118,695-16.2% | $98,916+0.6% | $158,950-37.4% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | 24.68% | 372.39%-347.7pp | 196.45%-171.8pp | 302.91%-278.2pp |
| Employer contribution / active EE | $3,022 | $3,333-9.3% | $2,689+12.4% | $4,762-36.5% |
| Participant deferral / active EE | $8,474 | $5,088+66.5% | $4,245+99.6% | $5,983+41.6% |
| Admin fee / account holder | $3,348 | $10,132-67.0% | $6,642-49.6% | $11,248-70.2% |