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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 | $115,777 | $226,135-48.8% | $182,558-36.6% | $152,909-24.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 27.16% | 192.60%-165.4pp | 148.59%-121.4pp | 345.46%-318.3pp |
| Employer contribution / active EE | $1,426 | $4,979-71.4% | $4,076-65.0% | $4,764-70.1% |
| Participant deferral / active EE | $6,784 | $6,371+6.5% | $5,526+22.8% | $5,851+15.9% |
| Admin fee / account holder | $1,003 | $10,707-90.6% | $8,594-88.3% | $11,601-91.4% |