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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 | $120,467 | $100,139+20.3% | $85,187+41.4% | $145,884-17.4% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 13.39% | 84.15%-70.8pp | 66.67%-53.3pp | 551.85%-538.5pp |
| Employer contribution / active EE | $909 | $3,238-71.9% | $2,732-66.7% | $4,662-80.5% |
| Participant deferral / active EE | $1,665 | $5,296-68.6% | $4,525-63.2% | $6,690-75.1% |
| Admin fee / account holder | $1,040 | $7,262-85.7% | $6,162-83.1% | $13,392-92.2% |