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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 | $120,907 | $100,139+20.7% | $85,187+41.9% | $145,884-17.1% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 12.93% | 84.15%-71.2pp | 66.67%-53.7pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,260 | $3,238-61.1% | $2,732-53.9% | $4,662-73.0% |
| Participant deferral / active EE | $9,152 | $5,296+72.8% | $4,525+102.3% | $6,690+36.8% |
| Admin fee / account holder | $435 | $7,262-94.0% | $6,162-92.9% | $13,392-96.8% |