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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 | $58,877 | $169,356-65.2% | $129,406-54.5% | $145,897-59.6% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 9.48% | 14418.62%-14409.1pp | 9468.18%-9458.7pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,811 | $5,542-49.3% | $4,155-32.4% | $4,663-39.7% |
| Participant deferral / active EE | $4,579 | $4,987-8.2% | $4,167+9.9% | $6,689-31.5% |
| Admin fee / account holder | $5,207 | $9,915-47.5% | $7,689-32.3% | $13,390-61.1% |