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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 | $142,569 | $111,878+27.4% | $93,727+52.1% | $145,897-2.3% |
| Participation rate | 42.1% | 74.2%-32.1pp | 68.7%-26.6pp | 80.3%-38.2pp |
| Annual return | 18.81% | 204.28%-185.5pp | 133.83%-115.0pp | 552.29%-533.5pp |
| Employer contribution / active EE | $2,994 | $3,092-3.2% | $2,421+23.7% | $4,663-35.8% |
| Participant deferral / active EE | $2,398 | $4,920-51.3% | $4,417-45.7% | $6,689-64.1% |
| Admin fee / account holder | $13,860 | $10,256+35.1% | $8,292+67.2% | $13,390+3.5% |