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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 | $180,141 | $183,988-2.1% | $162,177+11.1% | $152,897+17.8% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 24.38% | 150.79%-126.4pp | 115.60%-91.2pp | 345.43%-321.0pp |
| Employer contribution / active EE | $2,735 | $6,370-57.1% | $5,613-51.3% | $4,764-42.6% |
| Participant deferral / active EE | $7,083 | $8,032-11.8% | $7,297-2.9% | $5,851+21.1% |
| Admin fee / account holder | $474 | $13,123-96.4% | $10,843-95.6% | $11,599-95.9% |