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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 | $60,442 | $109,872-45.0% | $98,483-38.6% | $167,536-63.9% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 16.02% | 1959.31%-1943.3pp | 1494.38%-1478.4pp | 478.82%-462.8pp |
| Employer contribution / active EE | $2,352 | $3,225-27.1% | $2,961-20.6% | $4,839-51.4% |
| Participant deferral / active EE | $2,352 | $4,673-49.7% | $4,276-45.0% | $6,342-62.9% |
| Admin fee / account holder | $2,668 | $6,757-60.5% | $5,953-55.2% | $12,315-78.3% |