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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 | $121,247 | $100,203+21.0% | $85,240+42.2% | $145,897-16.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 14.63% | 84.28%-69.6pp | 66.75%-52.1pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,131 | $3,242-65.1% | $2,735-58.6% | $4,663-75.7% |
| Participant deferral / active EE | $2,026 | $5,299-61.8% | $4,527-55.2% | $6,689-69.7% |
| Admin fee / account holder | $681 | $7,265-90.6% | $6,165-89.0% | $13,390-94.9% |