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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 | $126,004 | $100,203+25.7% | $85,240+47.8% | $145,897-13.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 14.10% | 84.28%-70.2pp | 66.75%-52.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,121 | $5,299+53.3% | $4,527+79.4% | $6,689+21.4% |
| Admin fee / account holder | $1,250 | $7,265-82.8% | $6,165-79.7% | $13,390-90.7% |