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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 | $88,778-12.2% | $81,844-4.7% | $145,884-46.5% |
| Participation rate | 69.2% | 75.1%-5.8pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 12.58% | 1033.03%-1020.5pp | 778.87%-766.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $3,245 | $3,087+5.1% | $2,916+11.3% | $4,662-30.4% |
| Participant deferral / active EE | $5,024 | $4,648+8.1% | $4,323+16.2% | $6,690-24.9% |
| Admin fee / account holder | $1,727 | $8,430-79.5% | $7,355-76.5% | $13,392-87.1% |