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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 | $81,851 | $70,587+16.0% | $124,693-34.4% | $85,856-4.7% |
| Participation rate | 56.8% | 64.4%-7.7pp | 74.6%-17.9pp | 69.3%-12.6pp |
| Annual return | 14.16% | 20688.83%-20674.7pp | 5144.19%-5130.0pp | 318.58%-304.4pp |
| Employer contribution / active EE | $1,819 | $1,913-4.9% | $3,324-45.3% | $2,565-29.1% |
| Participant deferral / active EE | $3,238 | $2,969+9.1% | $4,615-29.8% | $3,952-18.1% |
| Admin fee / account holder | $1,870 | $5,282-64.6% | $7,494-75.0% | $6,261-70.1% |