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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 | $130,310 | $100,139+30.1% | $85,187+53.0% | $145,884-10.7% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 10.53% | 84.15%-73.6pp | 66.67%-56.1pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,387 | $3,238-57.2% | $2,732-49.2% | $4,662-70.2% |
| Participant deferral / active EE | $5,743 | $5,296+8.4% | $4,525+26.9% | $6,690-14.2% |
| Admin fee / account holder | $774 | $7,262-89.3% | $6,162-87.4% | $13,392-94.2% |