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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 | $126,365 | $103,008+22.7% | $90,304+39.9% | $152,897-17.4% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.5%-13.2pp |
| Annual return | 21.78% | 95.22%-73.4pp | 78.13%-56.3pp | 345.43%-323.6pp |
| Employer contribution / active EE | $4,383 | $3,139+39.6% | $2,855+53.5% | $4,764-8.0% |
| Participant deferral / active EE | $2,910 | $4,281-32.0% | $3,885-25.1% | $5,851-50.3% |
| Admin fee / account holder | $1,570 | $6,175-74.6% | $5,354-70.7% | $11,599-86.5% |