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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 | $32,225 | $55,889-42.3% | $76,119-57.7% | $80,935-60.2% |
| Participation rate | 67.7% | 62.1%+5.7pp | 69.1%-1.3pp | 67.7%+0.1pp |
| Annual return | 81.58% | 20.58%+61.0pp | 361.25%-279.7pp | 35.66%+45.9pp |
| Employer contribution / active EE | $3,168 | $1,866+69.8% | $2,693+17.7% | $2,757+14.9% |
| Participant deferral / active EE | $6,087 | $3,051+99.5% | $4,259+42.9% | $4,299+41.6% |
| Admin fee / account holder | $917 | $5,241-82.5% | $6,421-85.7% | $6,924-86.8% |