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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 | $140,740 | $166,131-15.3% | $164,975-14.7% | $145,877-3.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 13.78% | 100.37%-86.6pp | 70.12%-56.3pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,142 | $5,276-78.3% | $4,343-73.7% | $4,663-75.5% |
| Participant deferral / active EE | $9,333 | $6,962+34.1% | $6,033+54.7% | $6,691+39.5% |
| Admin fee / account holder | $1,359 | $16,648-91.8% | $12,688-89.3% | $13,402-89.9% |