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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 | $78,064 | $180,749-56.8% | $160,784-51.4% | $137,256-43.1% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.0%-39.5pp | 80.0%-42.5pp |
| Annual return | 14.99% | 2234.46%-2219.5pp | 1803.92%-1788.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $7,023 | $4,155+69.0% | $3,733+88.2% | $4,156+69.0% |
| Participant deferral / active EE | $6,653 | $6,844-2.8% | $6,293+5.7% | $6,407+3.8% |
| Admin fee / account holder | $12,914 | $10,397+24.2% | $9,717+32.9% | $12,270+5.2% |