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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 | $88,702-27.0% | $81,780-20.8% | $145,978-55.6% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.4%-3.1pp | 80.3%-11.1pp |
| Annual return | 16.38% | 1029.12%-1012.7pp | 776.27%-759.9pp | 550.52%-534.1pp |
| Employer contribution / active EE | $3,326 | $3,084+7.8% | $2,914+14.1% | $4,662-28.7% |
| Participant deferral / active EE | $6,035 | $4,645+29.9% | $4,321+39.7% | $6,690-9.8% |
| Admin fee / account holder | $4,832 | $8,414-42.6% | $7,384-34.6% | $13,400-63.9% |