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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 | $36,846 | $124,187-70.3% | $108,410-66.0% | $167,518-78.0% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 13.04% | 1379.80%-1366.8pp | 905.34%-892.3pp | 478.71%-465.7pp |
| Employer contribution / active EE | $1,854 | $4,187-55.7% | $3,558-47.9% | $4,838-61.7% |
| Participant deferral / active EE | $6,797 | $6,908-1.6% | $6,562+3.6% | $6,342+7.2% |
| Admin fee / account holder | $6,313 | $9,456-33.2% | $7,296-13.5% | $12,312-48.7% |