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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 | $141,775 | $108,922+30.2% | $100,398+41.2% | $145,978-2.9% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 10.47% | 58.04%-47.6pp | 49.32%-38.9pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,126 | $4,426-74.6% | $3,946-71.5% | $4,662-75.8% |
| Participant deferral / active EE | $3,566 | $8,450-57.8% | $8,084-55.9% | $6,690-46.7% |
| Admin fee / account holder | $8,439 | $9,680-12.8% | $7,893+6.9% | $13,400-37.0% |