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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 | $112,317 | $114,119-1.6% | $107,187+4.8% | $138,895-19.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 15.63% | 273.21%-257.6pp | 204.55%-188.9pp | 145.39%-129.8pp |
| Employer contribution / active EE | $5,752 | $4,059+41.7% | $3,782+52.1% | $4,194+37.1% |
| Participant deferral / active EE | $17,508 | $5,538+216.2% | $5,096+243.6% | $6,396+173.7% |
| Admin fee / account holder | $29,332 | $10,024+192.6% | $9,162+220.1% | $12,562+133.5% |