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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 | $52,580 | $88,702-40.7% | $81,780-35.7% | $145,978-64.0% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.4%-3.9pp | 80.3%-11.9pp |
| Annual return | 14.61% | 1029.12%-1014.5pp | 776.27%-761.7pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,624 | $3,084-47.3% | $2,914-44.3% | $4,662-65.2% |
| Participant deferral / active EE | $4,599 | $4,645-1.0% | $4,321+6.4% | $6,690-31.3% |
| Admin fee / account holder | $1,904 | $8,414-77.4% | $7,384-74.2% | $13,400-85.8% |