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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 | $65,620 | $85,766-23.5% | $136,298-51.9% | $70,126-6.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 23.28% | 31.46%-8.2pp | 5156.27%-5133.0pp | 73.15%-49.9pp |
| Employer contribution / active EE | $2,987 | $2,966+0.7% | $4,696-36.4% | $2,343+27.5% |
| Participant deferral / active EE | $6,925 | $5,051+37.1% | $6,247+10.8% | $3,332+107.8% |
| Admin fee / account holder | $5,940 | $5,421+9.6% | $9,244-35.7% | $4,645+27.9% |