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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 | $53,313 | $72,446-26.4% | $67,561-21.1% | $145,877-63.5% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 14.74% | 7211.98%-7197.2pp | 3525.44%-3510.7pp | 551.28%-536.5pp |
| Employer contribution / active EE | $3,380 | $3,072+10.0% | $2,735+23.6% | $4,663-27.5% |
| Participant deferral / active EE | $12,223 | $4,785+155.5% | $4,003+205.3% | $6,691+82.7% |
| Admin fee / account holder | $9,706 | $5,541+75.2% | $4,006+142.3% | $13,402-27.6% |