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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 | $118,688 | $105,200+12.8% | $159,474-25.6% | $85,847+38.3% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.8%-13.1pp | 69.3%+0.4pp |
| Annual return | 14.10% | 45.08%-31.0pp | 263.68%-249.6pp | 318.61%-304.5pp |
| Employer contribution / active EE | $4,313 | $3,319+29.9% | $4,831-10.7% | $2,565+68.1% |
| Participant deferral / active EE | $10,492 | $5,946+76.5% | $7,353+42.7% | $3,952+165.5% |
| Admin fee / account holder | $10,815 | $6,934+56.0% | $10,802+0.1% | $6,261+72.7% |