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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 | $100,139+2.5% | $85,187+20.5% | $145,884-29.7% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 15.52% | 84.15%-68.6pp | 66.67%-51.1pp | 551.85%-536.3pp |
| Employer contribution / active EE | $4,624 | $3,238+42.8% | $2,732+69.2% | $4,662-0.8% |
| Participant deferral / active EE | $6,119 | $5,296+15.6% | $4,525+35.2% | $6,690-8.5% |
| Admin fee / account holder | $9,534 | $7,262+31.3% | $6,162+54.7% | $13,392-28.8% |