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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 | $131,845 | $108,695+21.3% | $74,722+76.4% | $152,897-13.8% |
| Participation rate | 66.7% | 65.4%+1.3pp | 54.5%+12.2pp | 82.5%-15.8pp |
| Annual return | 21.46% | 114.11%-92.6pp | 753.11%-731.7pp | 345.43%-324.0pp |
| Employer contribution / active EE | $983 | $1,504-34.7% | $1,084-9.4% | $4,764-79.4% |
| Participant deferral / active EE | $8,858 | $2,712+226.6% | $1,963+351.2% | $5,851+51.4% |
| Admin fee / account holder | $1,303 | $4,906-73.4% | $3,335-60.9% | $11,599-88.8% |