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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 | $199,028 | $289,211-31.2% | $260,467-23.6% | $198,609+0.2% |
| Participation rate | 66.7% | 83.1%-16.4pp | 80.5%-13.8pp | 82.4%-15.7pp |
| Annual return | 21.67% | 112.90%-91.2pp | 100.60%-78.9pp | 202.70%-181.0pp |
| Employer contribution / active EE | $2,416 | $4,663-48.2% | $4,239-43.0% | $5,055-52.2% |
| Participant deferral / active EE | $14,097 | $6,812+106.9% | $6,319+123.1% | $6,977+102.0% |
| Admin fee / account holder | $507 | $16,236-96.9% | $15,461-96.7% | $19,030-97.3% |