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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 | $49,191 | $160,028-69.3% | $147,080-66.6% | $145,884-66.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 99.21% | 98.60%+0.6pp | 420.17%-321.0pp | 551.85%-452.6pp |
| Employer contribution / active EE | $6,925 | $5,286+31.0% | $4,933+40.4% | $4,662+48.5% |
| Participant deferral / active EE | $7,189 | $8,422-14.6% | $8,066-10.9% | $6,690+7.5% |
| Admin fee / account holder | $759 | $15,030-95.0% | $12,989-94.2% | $13,392-94.3% |