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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 | $56,850 | $176,077-67.7% | $159,455-64.3% | $167,518-66.1% |
| Participation rate | 63.6% | 84.9%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 15.09% | 331.83%-316.7pp | 263.63%-248.5pp | 478.71%-463.6pp |
| Employer contribution / active EE | $5,605 | $5,298+5.8% | $4,830+16.0% | $4,838+15.8% |
| Participant deferral / active EE | $11,652 | $7,751+50.3% | $7,353+58.5% | $6,342+83.7% |
| Admin fee / account holder | $16,505 | $12,556+31.4% | $10,800+52.8% | $12,312+34.0% |