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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 | $174,740 | $150,435+16.2% | $120,580+44.9% | $145,897+19.8% |
| Participation rate | 57.1% | 78.8%-21.7pp | 72.0%-14.8pp | 80.3%-23.2pp |
| Annual return | 13.37% | 154.60%-141.2pp | 107.48%-94.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $3,949 | $4,352-9.3% | $3,469+13.8% | $4,663-15.3% |
| Participant deferral / active EE | $8,947 | $6,174+44.9% | $4,995+79.1% | $6,689+33.8% |
| Admin fee / account holder | $10,999 | $12,182-9.7% | $9,418+16.8% | $13,390-17.9% |