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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 | $104,407 | $99,921+4.5% | $85,009+22.8% | $145,959-28.5% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 19.16% | 83.89%-64.7pp | 66.47%-47.3pp | 561.95%-542.8pp |
| Employer contribution / active EE | $14,957 | $3,233+362.7% | $2,728+448.2% | $4,661+220.9% |
| Participant deferral / active EE | $11,074 | $5,293+109.2% | $4,522+144.9% | $6,689+65.6% |
| Admin fee / account holder | $384 | $7,252-94.7% | $6,153-93.8% | $13,398-97.1% |