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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 | $82,849 | $169,336-51.1% | $129,384-36.0% | $145,884-43.2% |
| Participation rate | 43.5% | 76.5%-33.0pp | 69.6%-26.2pp | 80.3%-36.8pp |
| Annual return | 19.86% | 14408.70%-14388.8pp | 9461.77%-9441.9pp | 551.85%-532.0pp |
| Employer contribution / active EE | $1,941 | $5,540-65.0% | $4,153-53.3% | $4,662-58.4% |
| Participant deferral / active EE | $6,748 | $4,985+35.4% | $4,166+62.0% | $6,690+0.9% |
| Admin fee / account holder | $1,812 | $9,912-81.7% | $7,686-76.4% | $13,392-86.5% |