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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 | $219,333 | $129,737+69.1% | $119,126+84.1% | $154,746+41.7% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 18.28% | 379.08%-360.8pp | 282.11%-263.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,265 | $4,375-71.1% | $4,034-68.6% | $4,379-71.1% |
| Participant deferral / active EE | $3,719 | $5,842-36.3% | $5,318-30.1% | $6,730-44.8% |
| Admin fee / account holder | $943 | $11,961-92.1% | $10,693-91.2% | $14,365-93.4% |