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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 | $103,313 | $108,695-5.0% | $74,722+38.3% | $152,897-32.4% |
| Participation rate | 64.3% | 65.4%-1.1pp | 54.5%+9.8pp | 82.5%-18.2pp |
| Annual return | 20.03% | 114.11%-94.1pp | 753.11%-733.1pp | 345.43%-325.4pp |
| Employer contribution / active EE | $1,801 | $1,504+19.7% | $1,084+66.1% | $4,764-62.2% |
| Participant deferral / active EE | $4,636 | $2,712+71.0% | $1,963+136.2% | $5,851-20.8% |
| Admin fee / account holder | $18,838 | $4,906+284.0% | $3,335+464.9% | $11,599+62.4% |