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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 | $247,226 | $183,978+34.4% | $162,171+52.4% | $152,885+61.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 27.35% | 150.78%-123.4pp | 115.60%-88.3pp | 345.39%-318.0pp |
| Employer contribution / active EE | $3,992 | $6,370-37.3% | $5,613-28.9% | $4,763-16.2% |
| Participant deferral / active EE | $6,667 | $8,033-17.0% | $7,297-8.6% | $5,851+13.9% |
| Admin fee / account holder | $1,259 | $13,122-90.4% | $10,843-88.4% | $11,598-89.1% |