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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 | $77,979 | $88,702-12.1% | $81,780-4.6% | $145,978-46.6% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.4%-3.1pp | 80.3%-11.1pp |
| Annual return | 12.58% | 1029.12%-1016.5pp | 776.27%-763.7pp | 550.52%-537.9pp |
| Employer contribution / active EE | $3,245 | $3,084+5.2% | $2,914+11.4% | $4,662-30.4% |
| Participant deferral / active EE | $5,024 | $4,645+8.2% | $4,321+16.3% | $6,690-24.9% |
| Admin fee / account holder | $1,727 | $8,414-79.5% | $7,384-76.6% | $13,400-87.1% |