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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 | $65,769 | $217,432-69.8% | $185,849-64.6% | $167,536-60.7% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 13.89% | 148.42%-134.5pp | 122.10%-108.2pp | 478.82%-464.9pp |
| Employer contribution / active EE | $3,133 | $5,875-46.7% | $5,169-39.4% | $4,839-35.3% |
| Participant deferral / active EE | $6,832 | $6,357+7.5% | $5,569+22.7% | $6,342+7.7% |
| Admin fee / account holder | $20,745 | $19,818+4.7% | $16,244+27.7% | $12,315+68.5% |