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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 | $127,773 | $157,296-18.8% | $141,191-9.5% | $152,897-16.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 18.64% | 64.34%-45.7pp | 71.41%-52.8pp | 345.43%-326.8pp |
| Employer contribution / active EE | $5,744 | $5,262+9.2% | $4,736+21.3% | $4,764+20.6% |
| Participant deferral / active EE | $15,602 | $7,111+119.4% | $6,710+132.5% | $5,851+166.6% |
| Admin fee / account holder | $21,886 | $12,125+80.5% | $10,264+113.2% | $11,599+88.7% |