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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 | $172,940 | $211,288-18.1% | $178,540-3.1% | $145,884+18.5% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 86.03% | 30.27%+55.8pp | 27.15%+58.9pp | 551.85%-465.8pp |
| Employer contribution / active EE | $4,152 | $4,574-9.2% | $3,953+5.0% | $4,662-10.9% |
| Participant deferral / active EE | $11,898 | $6,967+70.8% | $6,281+89.4% | $6,690+77.9% |
| Admin fee / account holder | $631 | $12,105-94.8% | $10,424-93.9% | $13,392-95.3% |