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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 | $169,161-29.0% | $129,295-7.1% | $145,959-17.7% |
| Participation rate | 69.2% | 76.5%-7.2pp | 69.6%-0.4pp | 80.3%-11.1pp |
| Annual return | 10.58% | 14348.07%-14337.5pp | 9429.28%-9418.7pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,124 | $5,543-79.7% | $4,157-73.0% | $4,661-75.9% |
| Participant deferral / active EE | $9,865 | $4,989+97.7% | $4,169+136.6% | $6,689+47.5% |
| Admin fee / account holder | $33,449 | $9,878+238.6% | $7,665+336.4% | $13,398+149.7% |