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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 | $139,780 | $108,882+28.4% | $96,754+44.5% | $154,746-9.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 16.99% | 98.39%-81.4pp | 82.04%-65.0pp | 172.34%-155.4pp |
| Employer contribution / active EE | $4,065 | $3,018+34.7% | $2,679+51.7% | $4,379-7.2% |
| Participant deferral / active EE | $6,753 | $5,323+26.9% | $4,758+41.9% | $6,730+0.3% |
| Admin fee / account holder | $1,232 | $10,200-87.9% | $8,905-86.2% | $14,365-91.4% |