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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 | $154,612 | $154,754-0.1% | $124,206+24.5% | $138,895+11.3% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 21.34% | 709.28%-687.9pp | 515.27%-493.9pp | 145.39%-124.1pp |
| Employer contribution / active EE | $1,960 | $4,446-55.9% | $3,540-44.6% | $4,194-53.3% |
| Participant deferral / active EE | $17,916 | $4,621+287.7% | $3,968+351.6% | $6,396+180.1% |
| Admin fee / account holder | $584 | $6,690-91.3% | $5,929-90.2% | $12,562-95.4% |