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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 | $109,805 | $100,073+9.7% | $85,126+29.0% | $145,877-24.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 14.21% | 84.11%-69.9pp | 66.63%-52.4pp | 551.28%-537.1pp |
| Employer contribution / active EE | $4,396 | $3,236+35.8% | $2,731+60.9% | $4,663-5.7% |
| Participant deferral / active EE | $11,126 | $5,294+110.2% | $4,523+146.0% | $6,691+66.3% |
| Admin fee / account holder | $3,430 | $7,261-52.8% | $6,160-44.3% | $13,402-74.4% |