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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 | $121,936 | $77,817+56.7% | $123,553-1.3% | $64,173+90.0% |
| Participation rate | 69.4% | 74.7%-5.4pp | 82.3%-12.9pp | 69.6%-0.2pp |
| Annual return | 90.73% | 12.49%+78.2pp | 119.21%-28.5pp | 7.63%+83.1pp |
| Employer contribution / active EE | $3,995 | $3,014+32.5% | $4,628-13.7% | $2,381+67.8% |
| Participant deferral / active EE | $8,194 | $5,240+56.4% | $6,426+27.5% | $3,470+136.1% |
| Admin fee / account holder | $20,029 | $5,519+262.9% | $9,284+115.7% | $4,887+309.8% |