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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 | $65,396 | $88,815-26.4% | $81,882-20.1% | $145,897-55.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 16.35% | 1033.75%-1017.4pp | 779.47%-763.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $2,308 | $3,086-25.2% | $2,916-20.9% | $4,663-50.5% |
| Participant deferral / active EE | $5,687 | $4,647+22.4% | $4,323+31.5% | $6,689-15.0% |
| Admin fee / account holder | $600 | $8,434-92.9% | $7,360-91.9% | $13,390-95.5% |