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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 | $111,918 | $89,370+25.2% | $141,197-20.7% | $72,976+53.4% |
| Participation rate | 68.8% | 75.1%-6.4pp | 82.5%-13.7pp | 69.5%-0.7pp |
| Annual return | 36.63% | 111.88%-75.2pp | 71.41%-34.8pp | 81.02%-44.4pp |
| Employer contribution / active EE | $2,250 | $3,115-27.8% | $4,736-52.5% | $2,440-7.8% |
| Participant deferral / active EE | $6,522 | $5,419+20.4% | $6,710-2.8% | $3,608+80.8% |
| Admin fee / account holder | $8,550 | $5,957+43.5% | $10,265-16.7% | $5,124+66.9% |