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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 | $99,921+41.7% | $85,009+66.6% | $145,959-3.0% |
| Participation rate | 68.8% | 74.1%-5.3pp | 67.5%+1.2pp | 80.3%-11.5pp |
| Annual return | 11.48% | 83.89%-72.4pp | 66.47%-55.0pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,395 | $3,233-56.8% | $2,728-48.9% | $4,661-70.1% |
| Participant deferral / active EE | $2,724 | $5,293-48.5% | $4,522-39.8% | $6,689-59.3% |
| Admin fee / account holder | $9,121 | $7,252+25.8% | $6,153+48.3% | $13,398-31.9% |