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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 | $195,655 | $180,749+8.2% | $160,784+21.7% | $137,256+42.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 12.19% | 2234.46%-2222.3pp | 1803.92%-1791.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,080 | $4,155-49.9% | $3,733-44.3% | $4,156-50.0% |
| Participant deferral / active EE | $8,450 | $6,844+23.5% | $6,293+34.3% | $6,407+31.9% |
| Admin fee / account holder | $984 | $10,397-90.5% | $9,717-89.9% | $12,270-92.0% |