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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 | $107,166 | $102,382+4.7% | $147,005-27.1% | $80,874+32.5% |
| Participation rate | 67.6% | 75.8%-8.3pp | 82.2%-14.6pp | 67.6%-0.1pp |
| Annual return | 19.64% | 134.89%-115.3pp | 418.76%-399.1pp | 35.62%-16.0pp |
| Employer contribution / active EE | $1,392 | $3,715-62.5% | $4,934-71.8% | $2,756-49.5% |
| Participant deferral / active EE | $8,655 | $6,646+30.2% | $8,070+7.2% | $4,297+101.4% |
| Admin fee / account holder | $16,159 | $7,942+103.4% | $13,006+24.2% | $6,935+133.0% |