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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 | $137,208 | $115,903+18.4% | $100,528+36.5% | $158,966-13.7% |
| Participation rate | 44.4% | 81.6%-37.2pp | 79.4%-35.0pp | 82.0%-37.5pp |
| Annual return | 116.62% | 34.80%+81.8pp | 30.90%+85.7pp | 302.95%-186.3pp |
| Employer contribution / active EE | $1,498 | $4,105-63.5% | $3,419-56.2% | $4,762-68.5% |
| Participant deferral / active EE | $8,076 | $6,677+21.0% | $6,271+28.8% | $5,983+35.0% |
| Admin fee / account holder | $7,484 | $11,000-32.0% | $8,084-7.4% | $11,250-33.5% |