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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 | $90,567 | $169,161-46.5% | $129,295-30.0% | $145,959-38.0% |
| Participation rate | 46.2% | 76.5%-30.3pp | 69.6%-23.5pp | 80.3%-34.1pp |
| Annual return | 10.75% | 14348.07%-14337.3pp | 9429.28%-9418.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $3,759 | $5,543-32.2% | $4,157-9.6% | $4,661-19.3% |
| Participant deferral / active EE | $10,600 | $4,989+112.5% | $4,169+154.3% | $6,689+58.5% |
| Admin fee / account holder | $12,075 | $9,878+22.2% | $7,665+57.5% | $13,398-9.9% |