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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 | $76,541 | $99,647-23.2% | $86,439-11.5% | $134,509-43.1% |
| Participation rate | 62.5% | 82.1%-19.6pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | 14.46% | 6784.13%-6769.7pp | 4395.55%-4381.1pp | 418.13%-403.7pp |
| Employer contribution / active EE | $2,604 | $4,401-40.8% | $3,769-30.9% | $4,741-45.1% |
| Participant deferral / active EE | $7,777 | $7,246+7.3% | $6,952+11.9% | $6,400+21.5% |
| Admin fee / account holder | $6,279 | $8,373-25.0% | $6,732-6.7% | $11,427-45.1% |