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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 | $176,989 | $226,105-21.7% | $182,540-3.0% | $152,897+15.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 18.32% | 192.58%-174.3pp | 148.58%-130.3pp | 345.43%-327.1pp |
| Employer contribution / active EE | $2,018 | $4,978-59.5% | $4,076-50.5% | $4,764-57.6% |
| Participant deferral / active EE | $9,317 | $6,370+46.3% | $5,525+68.6% | $5,851+59.2% |
| Admin fee / account holder | $1,001 | $10,706-90.6% | $8,593-88.3% | $11,599-91.4% |