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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 | $133,823 | $217,432-38.5% | $185,849-28.0% | $167,536-20.1% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 22.33% | 148.42%-126.1pp | 122.10%-99.8pp | 478.82%-456.5pp |
| Employer contribution / active EE | $10,717 | $5,875+82.4% | $5,169+107.4% | $4,839+121.5% |
| Participant deferral / active EE | $8,800 | $6,357+38.4% | $5,569+58.0% | $6,342+38.8% |
| Admin fee / account holder | $1,765 | $19,818-91.1% | $16,244-89.1% | $12,315-85.7% |