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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 | $122,956 | $107,363+14.5% | $92,909+32.3% | $152,897-19.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 22.63% | 145.63%-123.0pp | 109.44%-86.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $4,292 | $4,222+1.6% | $3,653+17.5% | $4,764-9.9% |
| Participant deferral / active EE | $10,284 | $4,848+112.1% | $4,238+142.7% | $5,851+75.8% |
| Admin fee / account holder | $10,417 | $7,082+47.1% | $5,795+79.8% | $11,599-10.2% |