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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 | $90,397-80.0% | $76,002-76.3% | $145,959-87.6% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.1pp |
| Annual return | 29.35% | 621.97%-592.6pp | 360.07%-330.7pp | 561.95%-532.6pp |
| Employer contribution / active EE | $5,414 | $3,317+63.2% | $2,688+101.4% | $4,661+16.2% |
| Participant deferral / active EE | $8,532 | $5,163+65.2% | $4,257+100.4% | $6,689+27.6% |
| Admin fee / account holder | $1,423 | $8,369-83.0% | $6,414-77.8% | $13,398-89.4% |