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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 | $63,070 | $88,710-28.9% | $81,783-22.9% | $145,959-56.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.81% | 1027.26%-1015.5pp | 775.05%-763.2pp | 561.95%-550.1pp |
| Employer contribution / active EE | $863 | $3,083-72.0% | $2,913-70.4% | $4,661-81.5% |
| Participant deferral / active EE | $4,806 | $4,645+3.5% | $4,320+11.2% | $6,689-28.2% |
| Admin fee / account holder | $1,183 | $8,407-85.9% | $7,380-84.0% | $13,398-91.2% |