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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 | $123,830 | $111,785+10.8% | $93,669+32.2% | $145,877-15.1% |
| Participation rate | 65.0% | 74.2%-9.2pp | 68.7%-3.7pp | 80.3%-15.3pp |
| Annual return | 10.72% | 203.79%-193.1pp | 133.59%-122.9pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,237 | $3,096-60.0% | $2,424-49.0% | $4,663-73.5% |
| Participant deferral / active EE | $3,151 | $4,919-35.9% | $4,416-28.6% | $6,691-52.9% |
| Admin fee / account holder | $30,989 | $10,256+202.2% | $8,291+273.8% | $13,402+131.2% |