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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 | $125,999 | $157,296-19.9% | $141,191-10.8% | $152,897-17.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.62% | 64.34%-39.7pp | 71.41%-46.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $18,187 | $5,262+245.6% | $4,736+284.0% | $4,764+281.8% |
| Participant deferral / active EE | $9,200 | $7,111+29.4% | $6,710+37.1% | $5,851+57.2% |
| Admin fee / account holder | $465 | $12,125-96.2% | $10,264-95.5% | $11,599-96.0% |