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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 | $133,381 | $100,073+33.3% | $85,126+56.7% | $145,877-8.6% |
| Participation rate | 60.9% | 74.1%-13.2pp | 67.5%-6.7pp | 80.3%-19.4pp |
| Annual return | 12.59% | 84.11%-71.5pp | 66.63%-54.0pp | 551.28%-538.7pp |
| Employer contribution / active EE | $427 | $3,236-86.8% | $2,731-84.4% | $4,663-90.9% |
| Participant deferral / active EE | $2,277 | $5,294-57.0% | $4,523-49.7% | $6,691-66.0% |
| Admin fee / account holder | $7,632 | $7,261+5.1% | $6,160+23.9% | $13,402-43.1% |