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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 | $63,275 | $102,595-38.3% | $94,057-32.7% | $154,746-59.1% |
| Participation rate | 68.8% | 76.0%-7.2pp | 73.3%-4.6pp | 80.7%-12.0pp |
| Annual return | 14.66% | 583.42%-568.8pp | 480.62%-466.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,686 | $3,147-14.6% | $2,933-8.4% | $4,379-38.7% |
| Participant deferral / active EE | $5,498 | $5,118+7.4% | $4,709+16.7% | $6,730-18.3% |
| Admin fee / account holder | $10,922 | $7,736+41.2% | $7,244+50.8% | $14,365-24.0% |