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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 | $72,787 | $88,778-18.0% | $81,844-11.1% | $145,884-50.1% |
| Participation rate | 47.6% | 75.1%-27.5pp | 72.4%-24.8pp | 80.3%-32.7pp |
| Annual return | 14.27% | 1033.03%-1018.8pp | 778.87%-764.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $851 | $3,087-72.4% | $2,916-70.8% | $4,662-81.7% |
| Participant deferral / active EE | $4,835 | $4,648+4.0% | $4,323+11.8% | $6,690-27.7% |
| Admin fee / account holder | $5,459 | $8,430-35.2% | $7,355-25.8% | $13,392-59.2% |