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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 | $115,842 | $106,749+8.5% | $145,433-20.3% | $82,448+40.5% |
| Participation rate | 65.4% | 75.6%-10.3pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 239.08% | 27.59%+211.5pp | 66.58%+172.5pp | 41.64%+197.4pp |
| Employer contribution / active EE | $1,781 | $3,444-48.3% | $4,554-60.9% | $2,551-30.2% |
| Participant deferral / active EE | $9,261 | $6,519+42.1% | $7,897+17.3% | $4,139+123.7% |
| Admin fee / account holder | $3,745 | $8,390-55.4% | $13,129-71.5% | $7,234-48.2% |