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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 | $25,638 | $157,304-83.7% | $141,197-81.8% | $152,909-83.2% |
| Participation rate | 59.1% | 84.8%-25.7pp | 82.5%-23.4pp | 82.5%-23.4pp |
| Annual return | 22.62% | 64.34%-41.7pp | 71.41%-48.8pp | 345.46%-322.8pp |
| Employer contribution / active EE | $7,725 | $5,263+46.8% | $4,736+63.1% | $4,764+62.2% |
| Participant deferral / active EE | $10,312 | $7,111+45.0% | $6,710+53.7% | $5,851+76.2% |
| Admin fee / account holder | $10,132 | $12,126-16.4% | $10,265-1.3% | $11,601-12.7% |