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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 | $99,995+41.6% | $85,063+66.5% | $145,978-3.0% |
| Participation rate | 68.8% | 74.1%-5.3pp | 67.5%+1.2pp | 80.3%-11.5pp |
| Annual return | 11.48% | 83.99%-72.5pp | 66.54%-55.1pp | 550.52%-539.0pp |
| Employer contribution / active EE | $1,395 | $3,231-56.8% | $2,727-48.8% | $4,662-70.1% |
| Participant deferral / active EE | $2,724 | $5,295-48.6% | $4,523-39.8% | $6,690-59.3% |
| Admin fee / account holder | $9,121 | $7,255+25.7% | $6,155+48.2% | $13,400-31.9% |