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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 | $136,083 | $111,787+21.7% | $93,681+45.3% | $145,978-6.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 10.27% | 203.52%-193.2pp | 133.47%-123.2pp | 550.52%-540.2pp |
| Employer contribution / active EE | $3,710 | $3,093+19.9% | $2,422+53.2% | $4,662-20.4% |
| Participant deferral / active EE | $7,086 | $4,918+44.1% | $4,415+60.5% | $6,690+5.9% |
| Admin fee / account holder | $870 | $10,256-91.5% | $8,290-89.5% | $13,400-93.5% |