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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 | $113,597 | $115,810-1.9% | $101,271+12.2% | $158,966-28.5% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 21.49% | 56.15%-34.7pp | 46.48%-25.0pp | 302.95%-281.5pp |
| Employer contribution / active EE | $3,306 | $4,175-20.8% | $3,660-9.7% | $4,762-30.6% |
| Participant deferral / active EE | $8,394 | $4,958+69.3% | $4,371+92.1% | $5,983+40.3% |
| Admin fee / account holder | $348 | $7,248-95.2% | $5,948-94.2% | $11,250-96.9% |