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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 | $70,653 | $102,595-31.1% | $94,057-24.9% | $154,746-54.3% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 22.26% | 583.42%-561.2pp | 480.62%-458.4pp | 172.34%-150.1pp |
| Employer contribution / active EE | $5,452 | $3,147+73.2% | $2,933+85.9% | $4,379+24.5% |
| Participant deferral / active EE | $8,777 | $5,118+71.5% | $4,709+86.4% | $6,730+30.4% |
| Admin fee / account holder | $7,837 | $7,736+1.3% | $7,244+8.2% | $14,365-45.4% |