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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 | $106,082 | $154,228-31.2% | $145,433-27.1% | $137,256-22.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 140.53% | 74.59%+65.9pp | 66.58%+74.0pp | 220.34%-79.8pp |
| Employer contribution / active EE | $2,399 | $4,804-50.1% | $4,554-47.3% | $4,156-42.3% |
| Participant deferral / active EE | $11,755 | $8,216+43.1% | $7,897+48.9% | $6,407+83.5% |
| Admin fee / account holder | $2,613 | $14,344-81.8% | $13,129-80.1% | $12,270-78.7% |