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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 | $160,027 | $111,535+43.5% | $105,223+52.1% | $137,256+16.6% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 55.67% | 237.85%-182.2pp | 180.65%-125.0pp | 220.34%-164.7pp |
| Employer contribution / active EE | $2,763 | $3,939-29.9% | $3,689-25.1% | $4,156-33.5% |
| Participant deferral / active EE | $6,105 | $5,500+11.0% | $5,072+20.4% | $6,407-4.7% |
| Admin fee / account holder | $50,146 | $9,721+415.8% | $8,859+466.1% | $12,270+308.7% |