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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 | $142,291 | $175,259-18.8% | $149,723-5.0% | $139,487+2.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.34% | 166.82%-145.5pp | 134.50%-113.2pp | 373.84%-352.5pp |
| Employer contribution / active EE | $7,050 | $5,478+28.7% | $4,821+46.2% | $4,755+48.3% |
| Participant deferral / active EE | $8,967 | $6,522+37.5% | $5,682+57.8% | $6,713+33.6% |
| Admin fee / account holder | $2,836 | $16,158-82.4% | $13,215-78.5% | $11,407-75.1% |