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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 | $138,859 | $115,796+19.9% | $101,264+37.1% | $158,950-12.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 23.00% | 56.15%-33.2pp | 46.48%-23.5pp | 302.91%-279.9pp |
| Employer contribution / active EE | $1,212 | $4,175-71.0% | $3,660-66.9% | $4,762-74.6% |
| Participant deferral / active EE | $8,667 | $4,958+74.8% | $4,370+98.3% | $5,983+44.9% |
| Admin fee / account holder | $1,469 | $7,247-79.7% | $5,947-75.3% | $11,248-86.9% |