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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 | $109,285 | $103,038+6.1% | $90,324+21.0% | $152,909-28.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 30.33% | 95.25%-64.9pp | 78.15%-47.8pp | 345.46%-315.1pp |
| Employer contribution / active EE | $5,203 | $3,141+65.7% | $2,856+82.2% | $4,764+9.2% |
| Participant deferral / active EE | $8,954 | $4,282+109.1% | $3,885+130.5% | $5,851+53.0% |
| Admin fee / account holder | $7,892 | $6,177+27.8% | $5,356+47.4% | $11,601-32.0% |