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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 | $65,003 | $96,388-32.6% | $80,627-19.4% | $139,466-53.4% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 18.39% | 1352.08%-1333.7pp | 936.76%-918.4pp | 373.66%-355.3pp |
| Employer contribution / active EE | $2,421 | $3,260-25.7% | $2,723-11.1% | $4,754-49.1% |
| Participant deferral / active EE | $8,055 | $5,224+54.2% | $4,443+81.3% | $6,712+20.0% |
| Admin fee / account holder | $1,460 | $6,603-77.9% | $5,381-72.9% | $11,409-87.2% |