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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 | $87,810 | $217,432-59.6% | $185,849-52.8% | $167,536-47.6% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 19.72% | 148.42%-128.7pp | 122.10%-102.4pp | 478.82%-459.1pp |
| Employer contribution / active EE | $3,947 | $5,875-32.8% | $5,169-23.6% | $4,839-18.4% |
| Participant deferral / active EE | $8,042 | $6,357+26.5% | $5,569+44.4% | $6,342+26.8% |
| Admin fee / account holder | $1,051 | $19,818-94.7% | $16,244-93.5% | $12,315-91.5% |