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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 | $80,817 | $209,425-61.4% | $178,499-54.7% | $158,966-49.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 29.23% | 188.80%-159.6pp | 151.10%-121.9pp | 302.95%-273.7pp |
| Employer contribution / active EE | $23,688 | $5,707+315.0% | $5,011+372.7% | $4,762+397.4% |
| Participant deferral / active EE | $13,894 | $5,955+133.3% | $5,202+167.1% | $5,983+132.2% |
| Admin fee / account holder | $458 | $17,078-97.3% | $13,986-96.7% | $11,250-95.9% |