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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 | $37,963 | $180,749-79.0% | $160,784-76.4% | $137,256-72.3% |
| Participation rate | 69.2% | 80.0%-10.7pp | 77.0%-7.7pp | 80.0%-10.7pp |
| Annual return | 16.75% | 2234.46%-2217.7pp | 1803.92%-1787.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,106 | $4,155-49.3% | $3,733-43.6% | $4,156-49.3% |
| Participant deferral / active EE | $6,248 | $6,844-8.7% | $6,293-0.7% | $6,407-2.5% |
| Admin fee / account holder | $8,761 | $10,397-15.7% | $9,717-9.8% | $12,270-28.6% |