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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 | $139,199 | $202,460-31.2% | $169,385-17.8% | $139,456-0.2% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 20.63% | 532.07%-511.4pp | 405.82%-385.2pp | 373.45%-352.8pp |
| Employer contribution / active EE | $2,543 | $4,691-45.8% | $4,012-36.6% | $4,753-46.5% |
| Participant deferral / active EE | $7,866 | $6,938+13.4% | $6,221+26.5% | $6,711+17.2% |
| Admin fee / account holder | $877 | $10,719-91.8% | $9,011-90.3% | $11,407-92.3% |