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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 | $82,645 | $209,425-60.5% | $178,499-53.7% | $158,966-48.0% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 12.45% | 188.80%-176.3pp | 151.10%-138.7pp | 302.95%-290.5pp |
| Employer contribution / active EE | $17,582 | $5,707+208.1% | $5,011+250.9% | $4,762+269.2% |
| Participant deferral / active EE | $5,928 | $5,955-0.5% | $5,202+14.0% | $5,983-0.9% |
| Admin fee / account holder | $554 | $17,078-96.8% | $13,986-96.0% | $11,250-95.1% |