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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 | $57,274 | $159,978-64.2% | $147,041-61.0% | $145,978-60.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.97% | 98.36%-82.4pp | 419.21%-403.2pp | 550.52%-534.5pp |
| Employer contribution / active EE | $6,629 | $5,288+25.4% | $4,935+34.3% | $4,662+42.2% |
| Participant deferral / active EE | $12,010 | $8,429+42.5% | $8,071+48.8% | $6,690+79.5% |
| Admin fee / account holder | $17,129 | $15,053+13.8% | $13,006+31.7% | $13,400+27.8% |