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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 | $131,950 | $96,691+36.5% | $86,656+52.3% | $139,487-5.4% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | 17.39% | 106.87%-89.5pp | 593.09%-575.7pp | 373.84%-356.5pp |
| Employer contribution / active EE | $3,226 | $3,267-1.2% | $3,025+6.6% | $4,755-32.1% |
| Participant deferral / active EE | $7,347 | $4,838+51.9% | $4,439+65.5% | $6,713+9.4% |
| Admin fee / account holder | $8,605 | $6,414+34.2% | $5,619+53.1% | $11,407-24.6% |