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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 | $79,214 | $156,927-49.5% | $121,169-34.6% | $139,456-43.2% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 23.16% | 1475.85%-1452.7pp | 986.71%-963.6pp | 373.45%-350.3pp |
| Employer contribution / active EE | $1,981 | $5,542-64.2% | $4,168-52.5% | $4,753-58.3% |
| Participant deferral / active EE | $17,558 | $4,848+262.1% | $4,083+330.1% | $6,711+161.6% |
| Admin fee / account holder | $1,621 | $6,946-76.7% | $5,645-71.3% | $11,407-85.8% |