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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 | $130,999 | $100,203+30.7% | $85,240+53.7% | $145,897-10.2% |
| Participation rate | 43.8% | 74.1%-30.4pp | 67.5%-23.8pp | 80.3%-36.6pp |
| Annual return | 20.00% | 84.28%-64.3pp | 66.75%-46.8pp | 552.29%-532.3pp |
| Employer contribution / active EE | $819 | $3,242-74.7% | $2,735-70.1% | $4,663-82.4% |
| Participant deferral / active EE | $2,285 | $5,299-56.9% | $4,527-49.5% | $6,689-65.8% |
| Admin fee / account holder | $603 | $7,265-91.7% | $6,165-90.2% | $13,390-95.5% |