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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 | $61,496 | $169,237-63.7% | $129,339-52.5% | $145,978-57.9% |
| Participation rate | 64.3% | 76.5%-12.2pp | 69.6%-5.3pp | 80.3%-16.0pp |
| Annual return | 11.56% | 14364.43%-14352.9pp | 9437.05%-9425.5pp | 550.52%-539.0pp |
| Employer contribution / active EE | $1,689 | $5,540-69.5% | $4,154-59.3% | $4,662-63.8% |
| Participant deferral / active EE | $4,197 | $4,991-15.9% | $4,170+0.6% | $6,690-37.3% |
| Admin fee / account holder | $4,091 | $9,882-58.6% | $7,668-46.6% | $13,400-69.5% |