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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 | $64,785 | $88,754-27.0% | $81,820-20.8% | $145,877-55.6% |
| Participation rate | 69.2% | 75.1%-5.8pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 16.38% | 1031.77%-1015.4pp | 777.93%-761.6pp | 551.28%-534.9pp |
| Employer contribution / active EE | $3,326 | $3,085+7.8% | $2,915+14.1% | $4,663-28.7% |
| Participant deferral / active EE | $6,035 | $4,648+29.9% | $4,323+39.6% | $6,691-9.8% |
| Admin fee / account holder | $4,832 | $8,424-42.6% | $7,391-34.6% | $13,402-63.9% |