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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 | $122,070 | $108,942+12.1% | $100,415+21.6% | $145,897-16.3% |
| Participation rate | 58.8% | 83.0%-24.2pp | 81.5%-22.7pp | 80.3%-21.5pp |
| Annual return | 12.92% | 58.27%-45.4pp | 49.47%-36.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,147 | $4,422-51.4% | $3,943-45.5% | $4,663-53.9% |
| Participant deferral / active EE | $6,698 | $8,461-20.8% | $8,091-17.2% | $6,689+0.1% |
| Admin fee / account holder | $1,270 | $9,702-86.9% | $7,906-83.9% | $13,390-90.5% |