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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 | $76,861 | $100,938-23.9% | $90,461-15.0% | $158,982-51.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 14.59% | 1727.20%-1712.6pp | 1294.76%-1280.2pp | 302.99%-288.4pp |
| Employer contribution / active EE | $2,874 | $3,691-22.1% | $3,264-11.9% | $4,763-39.7% |
| Participant deferral / active EE | $7,445 | $4,350+71.2% | $3,964+87.8% | $5,983+24.4% |
| Admin fee / account holder | $501 | $6,510-92.3% | $5,617-91.1% | $11,252-95.5% |