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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 | $100,203+27.6% | $85,240+50.1% | $145,897-12.3% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 18.71% | 84.28%-65.6pp | 66.75%-48.0pp | 552.29%-533.6pp |
| Employer contribution / active EE | $2,222 | $3,242-31.5% | $2,735-18.8% | $4,663-52.3% |
| Participant deferral / active EE | $7,735 | $5,299+46.0% | $4,527+70.9% | $6,689+15.6% |
| Admin fee / account holder | $3,049 | $7,265-58.0% | $6,165-50.5% | $13,390-77.2% |