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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 | $111,814+10.7% | $93,654+32.2% | $145,959-15.2% |
| Participation rate | 65.0% | 74.2%-9.2pp | 68.7%-3.7pp | 80.3%-15.3pp |
| Annual return | 10.72% | 203.30%-192.6pp | 133.34%-122.6pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,237 | $3,092-60.0% | $2,421-48.9% | $4,661-73.5% |
| Participant deferral / active EE | $3,151 | $4,914-35.9% | $4,413-28.6% | $6,689-52.9% |
| Admin fee / account holder | $30,989 | $10,246+202.4% | $8,282+274.2% | $13,398+131.3% |