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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 | $123,810 | $183,516-32.5% | $155,534-20.4% | $145,884-15.1% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 164.87% | 61.43%+103.4pp | 64.92%+99.9pp | 551.85%-387.0pp |
| Employer contribution / active EE | $4,162 | $5,315-21.7% | $4,675-11.0% | $4,662-10.7% |
| Participant deferral / active EE | $6,967 | $6,467+7.7% | $5,630+23.7% | $6,690+4.2% |
| Admin fee / account holder | $8,462 | $19,293-56.1% | $15,900-46.8% | $13,392-36.8% |