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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 | $86,078 | $217,427-60.4% | $185,837-53.7% | $167,518-48.6% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 14.86% | 148.39%-133.5pp | 122.08%-107.2pp | 478.71%-463.8pp |
| Employer contribution / active EE | $1,745 | $5,874-70.3% | $5,168-66.2% | $4,838-63.9% |
| Participant deferral / active EE | $10,473 | $6,357+64.7% | $5,568+88.1% | $6,342+65.1% |
| Admin fee / account holder | $1,830 | $19,816-90.8% | $16,241-88.7% | $12,312-85.1% |