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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 | $69,795 | $85,766-18.6% | $136,298-48.8% | $70,126-0.5% |
| Participation rate | 68.1% | 74.2%-6.1pp | 81.9%-13.8pp | 69.5%-1.5pp |
| Annual return | 22.00% | 31.46%-9.5pp | 5156.27%-5134.3pp | 73.15%-51.1pp |
| Employer contribution / active EE | $6,116 | $2,966+106.2% | $4,696+30.3% | $2,343+161.1% |
| Participant deferral / active EE | $8,264 | $5,051+63.6% | $6,247+32.3% | $3,332+148.0% |
| Admin fee / account holder | $2,933 | $5,421-45.9% | $9,244-68.3% | $4,645-36.9% |