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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 | $102,623 | $100,203+2.4% | $85,240+20.4% | $145,897-29.7% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 15.52% | 84.28%-68.8pp | 66.75%-51.2pp | 552.29%-536.8pp |
| Employer contribution / active EE | $4,624 | $3,242+42.6% | $2,735+69.1% | $4,663-0.8% |
| Participant deferral / active EE | $6,119 | $5,299+15.5% | $4,527+35.2% | $6,689-8.5% |
| Admin fee / account holder | $9,534 | $7,265+31.2% | $6,165+54.7% | $13,390-28.8% |