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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 | $143,580 | $115,810+24.0% | $101,271+41.8% | $158,966-9.7% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 13.42% | 56.15%-42.7pp | 46.48%-33.1pp | 302.95%-289.5pp |
| Employer contribution / active EE | $1,644 | $4,175-60.6% | $3,660-55.1% | $4,762-65.5% |
| Participant deferral / active EE | $6,882 | $4,958+38.8% | $4,371+57.5% | $5,983+15.0% |
| Admin fee / account holder | $616 | $7,248-91.5% | $5,948-89.6% | $11,250-94.5% |