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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 | $91,946 | $209,847-56.2% | $189,520-51.5% | $167,518-45.1% |
| Participation rate | 63.6% | 88.7%-25.0pp | 87.8%-24.2pp | 82.1%-18.5pp |
| Annual return | 15.93% | 748.45%-732.5pp | 555.25%-539.3pp | 478.71%-462.8pp |
| Employer contribution / active EE | $1,999 | $6,913-71.1% | $6,161-67.6% | $4,838-58.7% |
| Participant deferral / active EE | $12,443 | $8,934+39.3% | $8,220+51.4% | $6,342+96.2% |
| Admin fee / account holder | $14,135 | $14,295-1.1% | $12,046+17.3% | $12,312+14.8% |