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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 | $72,191 | $100,895-28.4% | $90,430-20.2% | $158,950-54.6% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 17.99% | 1725.54%-1707.5pp | 1293.73%-1275.7pp | 302.91%-284.9pp |
| Employer contribution / active EE | $2,194 | $3,689-40.5% | $3,262-32.7% | $4,762-53.9% |
| Participant deferral / active EE | $3,927 | $4,347-9.7% | $3,963-0.9% | $5,983-34.4% |
| Admin fee / account holder | $438 | $6,505-93.3% | $5,613-92.2% | $11,248-96.1% |