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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 | $174,531 | $198,462-12.1% | $170,439+2.4% | $147,585+18.3% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 12.99% | 257.30%-244.3pp | 205.94%-192.9pp | 578.58%-565.6pp |
| Employer contribution / active EE | $1,775 | $6,184-71.3% | $5,433-67.3% | $4,876-63.6% |
| Participant deferral / active EE | $8,184 | $5,629+45.4% | $4,939+65.7% | $5,439+50.5% |
| Admin fee / account holder | $1,678 | $16,852-90.0% | $13,881-87.9% | $10,886-84.6% |