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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 | $110,604 | $78,707+40.5% | $117,861-6.2% | $70,126+57.7% |
| Participation rate | 38.9% | 73.2%-34.3pp | 79.7%-40.8pp | 69.5%-30.7pp |
| Annual return | 51.96% | 23.30%+28.7pp | 335.11%-283.1pp | 73.15%-21.2pp |
| Employer contribution / active EE | $2,211 | $2,223-0.6% | $3,786-41.6% | $2,343-5.6% |
| Participant deferral / active EE | $4,445 | $3,297+34.8% | $4,482-0.8% | $3,332+33.4% |
| Admin fee / account holder | $1,897 | $5,066-62.5% | $8,021-76.3% | $4,645-59.2% |