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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 | $100,073+54.3% | $85,126+81.4% | $145,877+5.8% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 10.70% | 84.11%-73.4pp | 66.63%-55.9pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,993 | $3,236-38.4% | $2,731-27.0% | $4,663-57.3% |
| Participant deferral / active EE | $7,333 | $5,294+38.5% | $4,523+62.1% | $6,691+9.6% |
| Admin fee / account holder | $619 | $7,261-91.5% | $6,160-90.0% | $13,402-95.4% |