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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 | $134,797 | $198,457-32.1% | $170,435-20.9% | $147,586-8.7% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 18.17% | 257.30%-239.1pp | 205.94%-187.8pp | 578.59%-560.4pp |
| Employer contribution / active EE | $8,107 | $6,183+31.1% | $5,432+49.2% | $4,876+66.2% |
| Participant deferral / active EE | $7,578 | $5,629+34.6% | $4,939+53.4% | $5,439+39.3% |
| Admin fee / account holder | $568 | $16,852-96.6% | $13,881-95.9% | $10,886-94.8% |