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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 | $138,927 | $109,372+27.0% | $89,414+55.4% | $158,966-12.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 18.22% | 345.55%-327.3pp | 245.50%-227.3pp | 302.95%-284.7pp |
| Employer contribution / active EE | $796 | $3,171-74.9% | $2,586-69.2% | $4,762-83.3% |
| Participant deferral / active EE | $995 | $4,598-78.4% | $3,890-74.4% | $5,983-83.4% |
| Admin fee / account holder | $10,318 | $6,156+67.6% | $4,883+111.3% | $11,250-8.3% |