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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 | $81,851 | $88,815-7.8% | $81,8820% | $145,897-43.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.93% | 1033.75%-1019.8pp | 779.47%-765.5pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,573 | $3,086-16.6% | $2,916-11.8% | $4,663-44.8% |
| Participant deferral / active EE | $4,343 | $4,647-6.5% | $4,323+0.5% | $6,689-35.1% |
| Admin fee / account holder | $7,357 | $8,434-12.8% | $7,3600% | $13,390-45.1% |