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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 | $125,814 | $108,942+15.5% | $100,415+25.3% | $145,897-13.8% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 13.80% | 58.27%-44.5pp | 49.47%-35.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,283 | $8,461+68.8% | $8,091+76.5% | $6,689+113.5% |
| Admin fee / account holder | $7,053 | $9,702-27.3% | $7,906-10.8% | $13,390-47.3% |