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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 | $68,064 | $183,988-63.0% | $162,177-58.0% | $152,897-55.5% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.6%-42.1pp | 82.5%-37.0pp |
| Annual return | 23.97% | 150.79%-126.8pp | 115.60%-91.6pp | 345.43%-321.5pp |
| Employer contribution / active EE | $7,022 | $6,370+10.2% | $5,613+25.1% | $4,764+47.4% |
| Participant deferral / active EE | $8,409 | $8,032+4.7% | $7,297+15.2% | $5,851+43.7% |
| Admin fee / account holder | $23,305 | $13,123+77.6% | $10,843+114.9% | $11,599+100.9% |