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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 | $58,941 | $209,422-71.9% | $178,503-67.0% | $158,982-62.9% |
| Participation rate | 64.7% | 86.4%-21.6pp | 81.9%-17.2pp | 82.0%-17.3pp |
| Annual return | 22.09% | 188.81%-166.7pp | 151.12%-129.0pp | 302.99%-280.9pp |
| Employer contribution / active EE | $7,893 | $5,707+38.3% | $5,011+57.5% | $4,763+65.7% |
| Participant deferral / active EE | $4,966 | $5,955-16.6% | $5,202-4.5% | $5,983-17.0% |
| Admin fee / account holder | $932 | $17,079-94.5% | $13,987-93.3% | $11,252-91.7% |