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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 | $55,618 | $68,097-18.3% | $62,929-11.6% | $137,256-59.5% |
| Participation rate | 69.6% | 77.4%-7.9pp | 73.1%-3.5pp | 80.0%-10.4pp |
| Annual return | 19.25% | 1859.11%-1839.9pp | 1063.93%-1044.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,907 | $2,811+3.4% | $2,505+16.1% | $4,156-30.1% |
| Participant deferral / active EE | $6,590 | $4,553+44.7% | $3,888+69.5% | $6,407+2.9% |
| Admin fee / account holder | $6,527 | $6,521+0.1% | $5,065+28.9% | $12,270-46.8% |