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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 | $63,354 | $176,688-64.1% | $130,660-51.5% | $152,909-58.6% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | 23.28% | 2693.08%-2669.8pp | 1709.29%-1686.0pp | 345.46%-322.2pp |
| Employer contribution / active EE | $1,517 | $5,743-73.6% | $4,092-62.9% | $4,764-68.2% |
| Participant deferral / active EE | $6,800 | $4,362+55.9% | $3,603+88.7% | $5,851+16.2% |
| Admin fee / account holder | $320 | $7,131-95.5% | $5,463-94.1% | $11,601-97.2% |