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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 | $74,744 | $202,326-63.1% | $172,745-56.7% | $152,870-51.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 19.81% | 1029.72%-1009.9pp | 802.90%-783.1pp | 345.34%-325.5pp |
| Employer contribution / active EE | $6,779 | $5,858+15.7% | $5,144+31.8% | $4,763+42.3% |
| Participant deferral / active EE | $5,103 | $5,948-14.2% | $5,197-1.8% | $5,850-12.8% |
| Admin fee / account holder | $356 | $17,110-97.9% | $13,954-97.5% | $11,597-96.9% |