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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 | $106,864+8.4% | $147,318-21.4% | $82,637+40.2% |
| Participation rate | 65.4% | 75.5%-10.1pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 239.08% | 27.49%+211.6pp | 70.43%+168.6pp | 53.51%+185.6pp |
| Employer contribution / active EE | $1,781 | $3,417-47.9% | $4,593-61.2% | $2,552-30.2% |
| Participant deferral / active EE | $9,261 | $6,496+42.6% | $7,906+17.1% | $4,126+124.4% |
| Admin fee / account holder | $3,745 | $8,415-55.5% | $13,708-72.7% | $7,339-49.0% |