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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 | $113,836 | $100,139+13.7% | $85,187+33.6% | $145,884-22.0% |
| Participation rate | 69.2% | 74.1%-4.9pp | 67.5%+1.7pp | 80.3%-11.1pp |
| Annual return | 13.91% | 84.15%-70.2pp | 66.67%-52.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,508 | $3,238-22.5% | $2,732-8.2% | $4,662-46.2% |
| Participant deferral / active EE | $6,165 | $5,296+16.4% | $4,525+36.2% | $6,690-7.8% |
| Admin fee / account holder | $3,469 | $7,262-52.2% | $6,162-43.7% | $13,392-74.1% |