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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 | $137,879 | $166,089-17.0% | $164,928-16.4% | $145,978-5.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 12.92% | 100.26%-87.3pp | 70.08%-57.2pp | 550.52%-537.6pp |
| Employer contribution / active EE | $9,109 | $5,276+72.6% | $4,343+109.7% | $4,662+95.4% |
| Participant deferral / active EE | $9,878 | $6,961+41.9% | $6,034+63.7% | $6,690+47.7% |
| Admin fee / account holder | $1,346 | $16,641-91.9% | $12,684-89.4% | $13,400-90.0% |