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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 | $101,963 | $149,040-31.6% | $120,225-15.2% | $137,256-25.7% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 13.79% | 605.68%-591.9pp | 439.23%-425.4pp | 220.34%-206.6pp |
| Employer contribution / active EE | $5,162 | $4,350+18.7% | $3,475+48.5% | $4,156+24.2% |
| Participant deferral / active EE | $8,202 | $4,655+76.2% | $3,999+105.1% | $6,407+28.0% |
| Admin fee / account holder | $378 | $6,348-94.0% | $5,696-93.4% | $12,270-96.9% |