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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 | $102,422+4.6% | $147,117-27.2% | $80,959+32.4% |
| Participation rate | 67.6% | 75.9%-8.3pp | 82.2%-14.6pp | 67.7%-0.1pp |
| Annual return | 19.64% | 135.16%-115.5pp | 420.54%-400.9pp | 35.67%-16.0pp |
| Employer contribution / active EE | $1,392 | $3,717-62.6% | $4,932-71.8% | $2,757-49.5% |
| Participant deferral / active EE | $8,655 | $6,652+30.1% | $8,065+7.3% | $4,300+101.3% |
| Admin fee / account holder | $16,159 | $7,953+103.2% | $12,993+24.4% | $6,925+133.3% |