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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 | $118,787 | $217,432-45.4% | $185,851-36.1% | $167,553-29.1% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 13.87% | 148.43%-134.6pp | 122.11%-108.2pp | 478.89%-465.0pp |
| Employer contribution / active EE | $14,055 | $5,874+139.3% | $5,168+171.9% | $4,840+190.4% |
| Participant deferral / active EE | $3,866 | $6,357-39.2% | $5,569-30.6% | $6,343-39.1% |
| Admin fee / account holder | $818 | $19,820-95.9% | $16,245-95.0% | $12,316-93.4% |