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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 | $42,910 | $209,425-79.5% | $178,499-76.0% | $158,966-73.0% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 23.27% | 188.80%-165.5pp | 151.10%-127.8pp | 302.95%-279.7pp |
| Employer contribution / active EE | $7,395 | $5,707+29.6% | $5,011+47.6% | $4,762+55.3% |
| Participant deferral / active EE | $4,771 | $5,955-19.9% | $5,202-8.3% | $5,983-20.3% |
| Admin fee / account holder | $1,775 | $17,078-89.6% | $13,986-87.3% | $11,250-84.2% |