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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 | $146,746 | $100,073+46.6% | $85,126+72.4% | $145,877+0.6% |
| Participation rate | 64.7% | 74.1%-9.4pp | 67.5%-2.8pp | 80.3%-15.6pp |
| Annual return | 12.66% | 84.11%-71.5pp | 66.63%-54.0pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,584 | $3,236-51.1% | $2,731-42.0% | $4,663-66.0% |
| Participant deferral / active EE | $3,355 | $5,294-36.6% | $4,523-25.8% | $6,691-49.9% |
| Admin fee / account holder | $1,350 | $7,261-81.4% | $6,160-78.1% | $13,402-89.9% |