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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 | $71,535 | $96,361-25.8% | $80,607-11.3% | $139,456-48.7% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 11.65% | 1350.95%-1339.3pp | 936.11%-924.5pp | 373.45%-361.8pp |
| Employer contribution / active EE | $1,679 | $3,262-48.5% | $2,724-38.4% | $4,753-64.7% |
| Participant deferral / active EE | $3,292 | $5,232-37.1% | $4,448-26.0% | $6,711-50.9% |
| Admin fee / account holder | $1,524 | $6,601-76.9% | $5,379-71.7% | $11,407-86.6% |