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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 | $89,497 | $157,304-43.1% | $141,197-36.6% | $152,909-41.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 21.30% | 64.34%-43.0pp | 71.41%-50.1pp | 345.46%-324.2pp |
| Employer contribution / active EE | $7,781 | $5,263+47.9% | $4,736+64.3% | $4,764+63.3% |
| Participant deferral / active EE | $16,100 | $7,111+126.4% | $6,710+139.9% | $5,851+175.1% |
| Admin fee / account holder | $14,436 | $12,126+19.0% | $10,265+40.6% | $11,601+24.4% |