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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 | $103,901 | $157,296-33.9% | $141,191-26.4% | $152,897-32.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 31.61% | 64.34%-32.7pp | 71.41%-39.8pp | 345.43%-313.8pp |
| Employer contribution / active EE | $8,953 | $5,262+70.1% | $4,736+89.0% | $4,764+88.0% |
| Participant deferral / active EE | $12,201 | $7,111+71.6% | $6,710+81.8% | $5,851+108.5% |
| Admin fee / account holder | $1,054 | $12,125-91.3% | $10,264-89.7% | $11,599-90.9% |