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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 | $61,994 | $202,460-69.4% | $169,385-63.4% | $139,456-55.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 17.21% | 532.07%-514.9pp | 405.82%-388.6pp | 373.45%-356.2pp |
| Employer contribution / active EE | $3,148 | $4,691-32.9% | $4,012-21.5% | $4,753-33.8% |
| Participant deferral / active EE | $11,245 | $6,938+62.1% | $6,221+80.8% | $6,711+67.5% |
| Admin fee / account holder | $17,924 | $10,719+67.2% | $9,011+98.9% | $11,407+57.1% |