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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 | $65,507 | $88,778-26.2% | $81,844-20.0% | $145,884-55.1% |
| Participation rate | 56.3% | 75.1%-18.8pp | 72.4%-16.1pp | 80.3%-24.1pp |
| Annual return | 14.12% | 1033.03%-1018.9pp | 778.87%-764.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,016 | $3,087-34.7% | $2,916-30.9% | $4,662-56.8% |
| Participant deferral / active EE | $3,552 | $4,648-23.6% | $4,323-17.8% | $6,690-46.9% |
| Admin fee / account holder | $506 | $8,430-94.0% | $7,355-93.1% | $13,392-96.2% |