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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 | $224,928 | $107,363+109.5% | $92,909+142.1% | $152,897+47.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 23.40% | 145.63%-122.2pp | 109.44%-86.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,045 | $4,222-75.2% | $3,653-71.4% | $4,764-78.1% |
| Participant deferral / active EE | $6,876 | $4,848+41.8% | $4,238+62.3% | $5,851+17.5% |
| Admin fee / account holder | $6,598 | $7,082-6.8% | $5,795+13.9% | $11,599-43.1% |