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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 | $133,480 | $100,139+33.3% | $85,187+56.7% | $145,884-8.5% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 15.40% | 84.15%-68.8pp | 66.67%-51.3pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,669 | $3,238-17.6% | $2,732-2.3% | $4,662-42.8% |
| Participant deferral / active EE | $5,151 | $5,296-2.7% | $4,525+13.8% | $6,690-23.0% |
| Admin fee / account holder | $1,320 | $7,262-81.8% | $6,162-78.6% | $13,392-90.1% |