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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 | $126,061 | $106,918+17.9% | $84,021+50.0% | $152,897-17.6% |
| Participation rate | 41.7% | 75.2%-33.6pp | 69.0%-27.4pp | 82.5%-40.8pp |
| Annual return | 27.55% | 105.01%-77.5pp | 71.32%-43.8pp | 345.43%-317.9pp |
| Employer contribution / active EE | $1,444 | $2,735-47.2% | $1,984-27.2% | $4,764-69.7% |
| Participant deferral / active EE | $5,380 | $4,012+34.1% | $3,239+66.1% | $5,851-8.1% |
| Admin fee / account holder | $2,011 | $8,288-75.7% | $6,102-67.0% | $11,599-82.7% |