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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 | $18,043 | $90,530-80.1% | $76,030-76.3% | $145,897-87.6% |
| Participation rate | 57.1% | 74.4%-17.3pp | 69.1%-11.9pp | 80.3%-23.2pp |
| Annual return | 29.35% | 625.08%-595.7pp | 361.54%-332.2pp | 552.29%-522.9pp |
| Employer contribution / active EE | $5,414 | $3,319+63.1% | $2,688+101.5% | $4,663+16.1% |
| Participant deferral / active EE | $8,532 | $5,164+65.2% | $4,257+100.4% | $6,689+27.6% |
| Admin fee / account holder | $1,423 | $8,383-83.0% | $6,421-77.8% | $13,390-89.4% |