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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 | $136,143 | $115,810+17.6% | $101,271+34.4% | $158,966-14.4% |
| Participation rate | 29.2% | 79.4%-50.2pp | 75.8%-46.6pp | 82.0%-52.8pp |
| Annual return | 85.72% | 56.15%+29.6pp | 46.48%+39.2pp | 302.95%-217.2pp |
| Employer contribution / active EE | $6,033 | $4,175+44.5% | $3,660+64.8% | $4,762+26.7% |
| Participant deferral / active EE | $1,896 | $4,958-61.8% | $4,371-56.6% | $5,983-68.3% |
| Admin fee / account holder | $2,941 | $7,248-59.4% | $5,948-50.5% | $11,250-73.9% |