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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 | $80,239 | $183,978-56.4% | $162,171-50.5% | $152,885-47.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 21.37% | 150.78%-129.4pp | 115.60%-94.2pp | 345.39%-324.0pp |
| Employer contribution / active EE | $3,000 | $6,370-52.9% | $5,613-46.6% | $4,763-37.0% |
| Participant deferral / active EE | $14,000 | $8,033+74.3% | $7,297+91.9% | $5,851+139.3% |
| Admin fee / account holder | $514 | $13,122-96.1% | $10,843-95.3% | $11,598-95.6% |