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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 | $140,225 | $100,139+40.0% | $85,187+64.6% | $145,884-3.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 24.15% | 84.15%-60.0pp | 66.67%-42.5pp | 551.85%-527.7pp |
| Employer contribution / active EE | $658 | $3,238-79.7% | $2,732-75.9% | $4,662-85.9% |
| Participant deferral / active EE | $11,167 | $5,296+110.9% | $4,525+146.8% | $6,690+66.9% |
| Admin fee / account holder | $808 | $7,262-88.9% | $6,162-86.9% | $13,392-94.0% |