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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 | $108,779 | $88,672+22.7% | $105,223+3.4% | $82,448+31.9% |
| Participation rate | 38.5% | 67.9%-29.5pp | 75.0%-36.6pp | 68.1%-29.6pp |
| Annual return | 92.23% | 30.86%+61.4pp | 180.65%-88.4pp | 41.64%+50.6pp |
| Employer contribution / active EE | $2,398 | $3,048-21.3% | $3,689-35.0% | $2,551-6.0% |
| Participant deferral / active EE | $5,147 | $4,036+27.5% | $5,072+1.5% | $4,139+24.3% |
| Admin fee / account holder | $6,300 | $7,146-11.8% | $8,859-28.9% | $7,234-12.9% |