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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 | $69,276 | $175,231-60.5% | $149,696-53.7% | $139,466-50.3% |
| Participation rate | 57.9% | 83.4%-25.5pp | 78.8%-20.9pp | 80.3%-22.4pp |
| Annual return | 25.49% | 166.77%-141.3pp | 134.46%-109.0pp | 373.66%-348.2pp |
| Employer contribution / active EE | $5,767 | $5,478+5.3% | $4,821+19.6% | $4,754+21.3% |
| Participant deferral / active EE | $12,818 | $6,521+96.6% | $5,682+125.6% | $6,712+91.0% |
| Admin fee / account holder | $5,894 | $16,155-63.5% | $13,212-55.4% | $11,409-48.3% |