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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 | $128,206 | $176,688-27.4% | $130,660-1.9% | $152,885-16.1% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | 23.94% | 2693.08%-2669.1pp | 1709.29%-1685.4pp | 345.39%-321.5pp |
| Employer contribution / active EE | $2,364 | $5,743-58.8% | $4,092-42.2% | $4,763-50.4% |
| Participant deferral / active EE | $5,684 | $4,362+30.3% | $3,603+57.7% | $5,851-2.9% |
| Admin fee / account holder | $962 | $7,131-86.5% | $5,463-82.4% | $11,598-91.7% |