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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 | $182,258 | $226,090-19.4% | $182,531-0.2% | $152,885+19.2% |
| Participation rate | 68.4% | 82.5%-14.0pp | 78.0%-9.6pp | 82.5%-14.0pp |
| Annual return | 23.57% | 192.57%-169.0pp | 148.57%-125.0pp | 345.39%-321.8pp |
| Employer contribution / active EE | $2,364 | $4,978-52.5% | $4,075-42.0% | $4,763-50.4% |
| Participant deferral / active EE | $10,833 | $6,369+70.1% | $5,525+96.1% | $5,851+85.2% |
| Admin fee / account holder | $28,855 | $10,705+169.5% | $8,593+235.8% | $11,598+148.8% |