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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 | $56,026 | $102,595-45.4% | $94,057-40.4% | $154,746-63.8% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 13.55% | 583.42%-569.9pp | 480.62%-467.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,255 | $3,147-60.1% | $2,933-57.2% | $4,379-71.3% |
| Participant deferral / active EE | $9,180 | $5,118+79.4% | $4,709+94.9% | $6,730+36.4% |
| Admin fee / account holder | $521 | $7,736-93.3% | $7,244-92.8% | $14,365-96.4% |