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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 | $101,653-30.5% | $147,080-52.0% | $74,459-5.1% |
| Participation rate | 66.4% | 75.6%-9.2pp | 82.2%-15.8pp | 67.2%-0.9pp |
| Annual return | 25.32% | 8754.98%-8729.7pp | 420.17%-394.8pp | 1369.70%-1344.4pp |
| Employer contribution / active EE | $2,792 | $3,813-26.8% | $4,933-43.4% | $2,626+6.3% |
| Participant deferral / active EE | $7,838 | $7,304+7.3% | $8,066-2.8% | $4,350+80.2% |
| Admin fee / account holder | $9,178 | $1,752+424.0% | $12,989-29.3% | $1,945+371.9% |