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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 | $74,153 | $96,388-23.1% | $80,627-8.0% | $139,466-46.8% |
| Participation rate | 68.8% | 73.6%-4.9pp | 67.0%+1.7pp | 80.3%-11.6pp |
| Annual return | 16.57% | 1352.08%-1335.5pp | 936.76%-920.2pp | 373.66%-357.1pp |
| Employer contribution / active EE | $4,589 | $3,260+40.8% | $2,723+68.5% | $4,754-3.5% |
| Participant deferral / active EE | $3,003 | $5,224-42.5% | $4,443-32.4% | $6,712-55.3% |
| Admin fee / account holder | $1,081 | $6,603-83.6% | $5,381-79.9% | $11,409-90.5% |