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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 | $142,713 | $100,811+41.6% | $86,698+64.6% | $134,545+6.1% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -16.86% | 29.11%-46.0pp | 35.96%-52.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $4,740 | $3,490+35.8% | $2,837+67.1% | $4,7420% |
| Participant deferral / active EE | $20,896 | $5,339+291.3% | $4,656+348.8% | $6,401+226.4% |
| Admin fee / account holder | $50,760 | $10,926+364.6% | $7,492+577.5% | $11,431+344.1% |