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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 | $127,904 | $100,073+27.8% | $85,126+50.3% | $145,877-12.3% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 18.71% | 84.11%-65.4pp | 66.63%-47.9pp | 551.28%-532.6pp |
| Employer contribution / active EE | $2,222 | $3,236-31.3% | $2,731-18.7% | $4,663-52.4% |
| Participant deferral / active EE | $7,735 | $5,294+46.1% | $4,523+71.0% | $6,691+15.6% |
| Admin fee / account holder | $3,049 | $7,261-58.0% | $6,160-50.5% | $13,402-77.3% |