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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 | $69,599 | $88,702-21.5% | $81,780-14.9% | $145,978-52.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 13.62% | 1029.12%-1015.5pp | 776.27%-762.6pp | 550.52%-536.9pp |
| Employer contribution / active EE | $1,790 | $3,084-42.0% | $2,914-38.6% | $4,662-61.6% |
| Participant deferral / active EE | $3,919 | $4,645-15.6% | $4,321-9.3% | $6,690-41.4% |
| Admin fee / account holder | $2,039 | $8,414-75.8% | $7,384-72.4% | $13,400-84.8% |