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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 | $120,060 | $169,356-29.1% | $129,406-7.2% | $145,897-17.7% |
| Participation rate | 69.2% | 76.5%-7.3pp | 69.6%-0.4pp | 80.3%-11.1pp |
| Annual return | 10.58% | 14418.62%-14408.0pp | 9468.18%-9457.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,124 | $5,542-79.7% | $4,155-72.9% | $4,663-75.9% |
| Participant deferral / active EE | $9,865 | $4,987+97.8% | $4,167+136.7% | $6,689+47.5% |
| Admin fee / account holder | $33,449 | $9,915+237.4% | $7,689+335.0% | $13,390+149.8% |