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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 | $153,819 | $115,796+32.8% | $101,264+51.9% | $158,950-3.2% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 12.19% | 56.15%-44.0pp | 46.48%-34.3pp | 302.91%-290.7pp |
| Employer contribution / active EE | $2,137 | $4,175-48.8% | $3,660-41.6% | $4,762-55.1% |
| Participant deferral / active EE | $10,545 | $4,958+112.7% | $4,370+141.3% | $5,983+76.3% |
| Admin fee / account holder | $1,220 | $7,247-83.2% | $5,947-79.5% | $11,248-89.2% |