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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 | $88,754-26.3% | $81,820-20.1% | $145,877-55.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 16.35% | 1031.77%-1015.4pp | 777.93%-761.6pp | 551.28%-534.9pp |
| Employer contribution / active EE | $2,308 | $3,085-25.2% | $2,915-20.8% | $4,663-50.5% |
| Participant deferral / active EE | $5,687 | $4,648+22.4% | $4,323+31.6% | $6,691-15.0% |
| Admin fee / account holder | $600 | $8,424-92.9% | $7,391-91.9% | $13,402-95.5% |