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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 | $58,920 | $183,539-67.9% | $155,556-62.1% | $145,897-59.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 27.02% | 61.31%-34.3pp | 64.84%-37.8pp | 552.29%-525.3pp |
| Employer contribution / active EE | $15,225 | $5,315+186.4% | $4,675+225.6% | $4,663+226.5% |
| Participant deferral / active EE | $7,667 | $6,467+18.6% | $5,631+36.2% | $6,689+14.6% |
| Admin fee / account holder | $392 | $19,275-98.0% | $15,885-97.5% | $13,390-97.1% |