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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 | $114,928 | $226,090-49.2% | $182,531-37.0% | $152,885-24.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 22.80% | 192.57%-169.8pp | 148.57%-125.8pp | 345.39%-322.6pp |
| Employer contribution / active EE | $585 | $4,978-88.2% | $4,075-85.6% | $4,763-87.7% |
| Participant deferral / active EE | $8,961 | $6,369+40.7% | $5,525+62.2% | $5,851+53.2% |
| Admin fee / account holder | $348 | $10,705-96.7% | $8,593-95.9% | $11,598-97.0% |