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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 | $85,067 | $217,432-60.9% | $185,851-54.2% | $167,553-49.2% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 12.52% | 148.43%-135.9pp | 122.11%-109.6pp | 478.89%-466.4pp |
| Employer contribution / active EE | $1,373 | $5,874-76.6% | $5,168-73.4% | $4,840-71.6% |
| Participant deferral / active EE | $10,074 | $6,357+58.5% | $5,569+80.9% | $6,343+58.8% |
| Admin fee / account holder | $334 | $19,820-98.3% | $16,245-97.9% | $12,316-97.3% |