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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 | $72,984 | $226,105-67.7% | $182,540-60.0% | $152,897-52.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 37.82% | 192.58%-154.8pp | 148.58%-110.8pp | 345.43%-307.6pp |
| Employer contribution / active EE | $11,909 | $4,978+139.2% | $4,076+192.2% | $4,764+150.0% |
| Participant deferral / active EE | $20,750 | $6,370+225.8% | $5,525+275.5% | $5,851+254.6% |
| Admin fee / account holder | $725 | $10,706-93.2% | $8,593-91.6% | $11,599-93.7% |