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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 | $72,155 | $109,872-34.3% | $98,483-26.7% | $167,536-56.9% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 16.34% | 1959.31%-1943.0pp | 1494.38%-1478.0pp | 478.82%-462.5pp |
| Employer contribution / active EE | $3,603 | $3,225+11.7% | $2,961+21.7% | $4,839-25.5% |
| Participant deferral / active EE | $4,720 | $4,673+1.0% | $4,276+10.4% | $6,342-25.6% |
| Admin fee / account holder | $645 | $6,757-90.4% | $5,953-89.2% | $12,315-94.8% |