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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 | $117,705 | $112,131+5.0% | $95,964+22.7% | $158,982-26.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 123.40% | 171.19%-47.8pp | 91.64%+31.8pp | 302.99%-179.6pp |
| Employer contribution / active EE | $3,600 | $3,199+12.5% | $2,541+41.7% | $4,763-24.4% |
| Participant deferral / active EE | $8,475 | $4,784+77.2% | $4,167+103.4% | $5,983+41.6% |
| Admin fee / account holder | $303 | $10,136-97.0% | $6,797-95.5% | $11,252-97.3% |