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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 | $145,268 | $103,000+41.0% | $90,300+60.9% | $152,885-5.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 16.85% | 95.19%-78.3pp | 78.11%-61.3pp | 345.39%-328.5pp |
| Employer contribution / active EE | $1,981 | $3,138-36.9% | $2,854-30.6% | $4,763-58.4% |
| Participant deferral / active EE | $4,581 | $4,281+7.0% | $3,884+17.9% | $5,851-21.7% |
| Admin fee / account holder | $8,955 | $6,173+45.1% | $5,353+67.3% | $11,598-22.8% |