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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 | $154,405 | $100,139+54.2% | $85,187+81.3% | $145,884+5.8% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 10.70% | 84.15%-73.4pp | 66.67%-56.0pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,993 | $3,238-38.4% | $2,732-27.0% | $4,662-57.2% |
| Participant deferral / active EE | $7,333 | $5,296+38.5% | $4,525+62.1% | $6,690+9.6% |
| Admin fee / account holder | $619 | $7,262-91.5% | $6,162-90.0% | $13,392-95.4% |