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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 | $122,743 | $123,859-0.9% | $69,632+76.3% | $145,897-15.9% |
| Participation rate | 63.6% | 69.2%-5.6pp | 66.4%-2.8pp | 80.3%-16.7pp |
| Annual return | 14.25% | 192.49%-178.2pp | 101.32%-87.1pp | 552.29%-538.0pp |
| Employer contribution / active EE | $3,178 | $2,673+18.9% | $1,708+86.0% | $4,663-31.8% |
| Participant deferral / active EE | $8,234 | $4,242+94.1% | $2,889+185.0% | $6,689+23.1% |
| Admin fee / account holder | $9,648 | $7,817+23.4% | $4,695+105.5% | $13,390-27.9% |