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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 | $124,398 | $129,737-4.1% | $119,126+4.4% | $154,746-19.6% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 14.53% | 379.08%-364.6pp | 282.11%-267.6pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,666 | $4,375-61.9% | $4,034-58.7% | $4,379-62.0% |
| Participant deferral / active EE | $11,226 | $5,842+92.2% | $5,318+111.1% | $6,730+66.8% |
| Admin fee / account holder | $492 | $11,961-95.9% | $10,693-95.4% | $14,365-96.6% |