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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 | $62,065 | $96,419-35.6% | $80,648-23.0% | $139,487-55.5% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 12.32% | 1352.86%-1340.5pp | 937.21%-924.9pp | 373.84%-361.5pp |
| Employer contribution / active EE | $2,966 | $3,261-9.1% | $2,724+8.9% | $4,755-37.6% |
| Participant deferral / active EE | $9,339 | $5,225+78.7% | $4,443+110.2% | $6,713+39.1% |
| Admin fee / account holder | $2,965 | $6,605-55.1% | $5,382-44.9% | $11,407-74.0% |