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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 | $102,184 | $100,139+2.0% | $85,187+20.0% | $145,884-30.0% |
| Participation rate | 41.7% | 74.1%-32.4pp | 67.5%-25.9pp | 80.3%-38.6pp |
| Annual return | 23.43% | 84.15%-60.7pp | 66.67%-43.2pp | 551.85%-528.4pp |
| Employer contribution / active EE | $1,405 | $3,238-56.6% | $2,732-48.6% | $4,662-69.9% |
| Participant deferral / active EE | $8,066 | $5,296+52.3% | $4,525+78.3% | $6,690+20.6% |
| Admin fee / account holder | $1,170 | $7,262-83.9% | $6,162-81.0% | $13,392-91.3% |