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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 | $25,176 | $105,158-76.1% | $94,672-73.4% | $139,487-82.0% |
| Participation rate | 58.3% | 82.4%-24.0pp | 80.8%-22.5pp | 80.3%-22.0pp |
| Annual return | 32.06% | 38.11%-6.0pp | 156.89%-124.8pp | 373.84%-341.8pp |
| Employer contribution / active EE | $8,770 | $4,107+113.5% | $3,673+138.8% | $4,755+84.5% |
| Participant deferral / active EE | $16,611 | $7,599+118.6% | $7,417+123.9% | $6,713+147.5% |
| Admin fee / account holder | $9,432 | $8,972+5.1% | $7,222+30.6% | $11,407-17.3% |