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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 | $137,876 | $90,489+52.4% | $76,051+81.3% | $145,978-5.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 9.75% | 622.78%-613.0pp | 360.42%-350.7pp | 550.52%-540.8pp |
| Employer contribution / active EE | $2,481 | $3,319-25.3% | $2,690-7.8% | $4,662-46.8% |
| Participant deferral / active EE | $8,042 | $5,164+55.7% | $4,257+88.9% | $6,690+20.2% |
| Admin fee / account holder | $1,367 | $8,374-83.7% | $6,416-78.7% | $13,400-89.8% |