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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 | $61,914 | $88,778-30.3% | $81,844-24.4% | $145,884-57.6% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 10.56% | 1033.03%-1022.5pp | 778.87%-768.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $906 | $3,087-70.6% | $2,916-68.9% | $4,662-80.6% |
| Participant deferral / active EE | $6,103 | $4,648+31.3% | $4,323+41.2% | $6,690-8.8% |
| Admin fee / account holder | $569 | $8,430-93.3% | $7,355-92.3% | $13,392-95.8% |