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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 | $169,336-29.1% | $129,384-7.2% | $145,884-17.7% |
| Participation rate | 69.2% | 76.5%-7.3pp | 69.6%-0.4pp | 80.3%-11.1pp |
| Annual return | 10.58% | 14408.70%-14398.1pp | 9461.77%-9451.2pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,124 | $5,540-79.7% | $4,153-72.9% | $4,662-75.9% |
| Participant deferral / active EE | $9,865 | $4,985+97.9% | $4,166+136.8% | $6,690+47.5% |
| Admin fee / account holder | $33,449 | $9,912+237.5% | $7,686+335.2% | $13,392+149.8% |