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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 | $67,453 | $109,872-38.6% | $98,483-31.5% | $167,536-59.7% |
| Participation rate | 63.2% | 75.8%-12.7pp | 73.3%-10.2pp | 82.1%-19.0pp |
| Annual return | 17.49% | 1959.31%-1941.8pp | 1494.38%-1476.9pp | 478.82%-461.3pp |
| Employer contribution / active EE | $2,082 | $3,225-35.4% | $2,961-29.7% | $4,839-57.0% |
| Participant deferral / active EE | $7,146 | $4,673+52.9% | $4,276+67.1% | $6,342+12.7% |
| Admin fee / account holder | $2,711 | $6,757-59.9% | $5,953-54.5% | $12,315-78.0% |