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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 | $118,802 | $111,878+6.2% | $93,727+26.8% | $145,897-18.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 17.68% | 204.28%-186.6pp | 133.83%-116.2pp | 552.29%-534.6pp |
| Employer contribution / active EE | $2,062 | $3,092-33.3% | $2,421-14.9% | $4,663-55.8% |
| Participant deferral / active EE | $5,250 | $4,920+6.7% | $4,417+18.8% | $6,689-21.5% |
| Admin fee / account holder | $2,009 | $10,256-80.4% | $8,292-75.8% | $13,390-85.0% |