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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 | $53,061 | $102,595-48.3% | $94,057-43.6% | $154,746-65.7% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 14.36% | 583.42%-569.1pp | 480.62%-466.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $4,285 | $3,147+36.1% | $2,933+46.1% | $4,379-2.2% |
| Participant deferral / active EE | $7,321 | $5,118+43.0% | $4,709+55.5% | $6,730+8.8% |
| Admin fee / account holder | $10,122 | $7,736+30.8% | $7,244+39.7% | $14,365-29.5% |