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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 | $169,336-63.7% | $129,384-52.5% | $145,884-57.8% |
| Participation rate | 64.3% | 76.5%-12.2pp | 69.6%-5.3pp | 80.3%-16.0pp |
| Annual return | 11.56% | 14408.70%-14397.1pp | 9461.77%-9450.2pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,689 | $5,540-69.5% | $4,153-59.3% | $4,662-63.8% |
| Participant deferral / active EE | $4,197 | $4,985-15.8% | $4,166+0.7% | $6,690-37.3% |
| Admin fee / account holder | $4,091 | $9,912-58.7% | $7,686-46.8% | $13,392-69.5% |