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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 | $125,736 | $111,878+12.4% | $93,727+34.2% | $145,897-13.8% |
| Participation rate | 64.3% | 74.2%-9.9pp | 68.7%-4.4pp | 80.3%-16.0pp |
| Annual return | 17.91% | 204.28%-186.4pp | 133.83%-115.9pp | 552.29%-534.4pp |
| Employer contribution / active EE | $1,583 | $3,092-48.8% | $2,421-34.6% | $4,663-66.1% |
| Participant deferral / active EE | $2,465 | $4,920-49.9% | $4,417-44.2% | $6,689-63.1% |
| Admin fee / account holder | $8,694 | $10,256-15.2% | $8,292+4.9% | $13,390-35.1% |