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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 | $125,708 | $115,796+8.6% | $101,264+24.1% | $158,950-20.9% |
| Participation rate | 56.3% | 79.4%-23.1pp | 75.8%-19.6pp | 82.0%-25.7pp |
| Annual return | 13.63% | 56.15%-42.5pp | 46.48%-32.9pp | 302.91%-289.3pp |
| Employer contribution / active EE | $2,452 | $4,175-41.3% | $3,660-33.0% | $4,762-48.5% |
| Participant deferral / active EE | $2,452 | $4,958-50.5% | $4,370-43.9% | $5,983-59.0% |
| Admin fee / account holder | $676 | $7,247-90.7% | $5,947-88.6% | $11,248-94.0% |