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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 | $141,616 | $100,073+41.5% | $85,126+66.4% | $145,877-2.9% |
| Participation rate | 68.8% | 74.1%-5.4pp | 67.5%+1.2pp | 80.3%-11.6pp |
| Annual return | 11.48% | 84.11%-72.6pp | 66.63%-55.2pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,395 | $3,236-56.9% | $2,731-48.9% | $4,663-70.1% |
| Participant deferral / active EE | $2,724 | $5,294-48.5% | $4,523-39.8% | $6,691-59.3% |
| Admin fee / account holder | $9,121 | $7,261+25.6% | $6,160+48.1% | $13,402-31.9% |