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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 | $76,888 | $169,336-54.6% | $129,384-40.6% | $145,884-47.3% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.6%-15.1pp | 80.3%-25.8pp |
| Annual return | 10.90% | 14408.70%-14397.8pp | 9461.77%-9450.9pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,274 | $5,540-59.0% | $4,153-45.3% | $4,662-51.2% |
| Participant deferral / active EE | $6,460 | $4,985+29.6% | $4,166+55.1% | $6,690-3.4% |
| Admin fee / account holder | $26,811 | $9,912+170.5% | $7,686+248.8% | $13,392+100.2% |