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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 | $143,663 | $125,237+14.7% | $105,608+36.0% | $145,877-1.5% |
| Participation rate | 57.1% | 77.7%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 12.74% | 225.76%-213.0pp | 116.50%-103.8pp | 551.28%-538.5pp |
| Employer contribution / active EE | $2,626 | $3,720-29.4% | $3,167-17.1% | $4,663-43.7% |
| Participant deferral / active EE | $10,804 | $5,711+89.2% | $5,010+115.7% | $6,691+61.5% |
| Admin fee / account holder | $1,782 | $17,287-89.7% | $11,028-83.8% | $13,402-86.7% |