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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 | $63,169 | $102,696-38.5% | $86,235-26.7% | $139,487-54.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 13.28% | 1925.91%-1912.6pp | 1170.03%-1156.8pp | 373.84%-360.6pp |
| Employer contribution / active EE | $2,185 | $3,034-28.0% | $2,381-8.2% | $4,755-54.0% |
| Participant deferral / active EE | $4,021 | $4,679-14.1% | $3,987+0.9% | $6,713-40.1% |
| Admin fee / account holder | $4,546 | $8,667-47.5% | $6,856-33.7% | $11,407-60.2% |