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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 | $70,626 | $101,591-30.5% | $147,096-52.0% | $74,429-5.1% |
| Participation rate | 66.4% | 75.5%-9.2pp | 82.2%-15.8pp | 67.2%-0.9pp |
| Annual return | 25.32% | 8746.45%-8721.1pp | 419.75%-394.4pp | 1368.38%-1343.1pp |
| Employer contribution / active EE | $2,792 | $3,813-26.8% | $4,936-43.4% | $2,625+6.4% |
| Participant deferral / active EE | $7,838 | $7,302+7.3% | $8,071-2.9% | $4,348+80.3% |
| Admin fee / account holder | $9,178 | $1,750+424.5% | $13,005-29.4% | $1,944+372.1% |