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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 | $67,563 | $175,259-61.4% | $149,723-54.9% | $139,487-51.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.42% | 166.82%-148.4pp | 134.50%-116.1pp | 373.84%-355.4pp |
| Employer contribution / active EE | $20,265 | $5,478+269.9% | $4,821+320.3% | $4,755+326.2% |
| Participant deferral / active EE | $20,212 | $6,522+209.9% | $5,682+255.7% | $6,713+201.1% |
| Admin fee / account holder | $415 | $16,158-97.4% | $13,215-96.9% | $11,407-96.4% |