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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 | $124,917 | $102,385+22.0% | $147,080-15.1% | $80,935+54.3% |
| Participation rate | 67.3% | 75.9%-8.5pp | 82.2%-14.8pp | 67.7%-0.3pp |
| Annual return | 13.09% | 135.09%-122.0pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $2,860 | $3,717-23.0% | $4,933-42.0% | $2,757+3.8% |
| Participant deferral / active EE | $4,119 | $6,651-38.1% | $8,066-48.9% | $4,299-4.2% |
| Admin fee / account holder | $4,338 | $7,951-45.4% | $12,989-66.6% | $6,924-37.4% |