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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 | $154,305 | $100,203+54.0% | $85,240+81.0% | $145,897+5.8% |
| Participation rate | 64.3% | 74.1%-9.8pp | 67.5%-3.2pp | 80.3%-16.0pp |
| Annual return | 18.80% | 84.28%-65.5pp | 66.75%-48.0pp | 552.29%-533.5pp |
| Employer contribution / active EE | $2,456 | $3,242-24.3% | $2,735-10.2% | $4,663-47.3% |
| Participant deferral / active EE | $6,592 | $5,299+24.4% | $4,527+45.6% | $6,689-1.5% |
| Admin fee / account holder | $3,851 | $7,265-47.0% | $6,165-37.5% | $13,390-71.2% |