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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 | $80,697 | $90,691-11.0% | $76,119+6.0% | $145,884-44.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 14.35% | 624.52%-610.2pp | 361.25%-346.9pp | 551.85%-537.5pp |
| Employer contribution / active EE | $3,238 | $3,329-2.7% | $2,693+20.3% | $4,662-30.5% |
| Participant deferral / active EE | $4,501 | $5,167-12.9% | $4,259+5.7% | $6,690-32.7% |
| Admin fee / account holder | $756 | $8,383-91.0% | $6,421-88.2% | $13,392-94.4% |