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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 | $71,346 | $72,426-1.5% | $67,560+5.6% | $145,897-51.1% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 17.65% | 7226.78%-7209.1pp | 3533.50%-3515.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $1,516 | $3,074-50.7% | $2,737-44.6% | $4,663-67.5% |
| Participant deferral / active EE | $3,076 | $4,785-35.7% | $4,004-23.2% | $6,689-54.0% |
| Admin fee / account holder | $6,195 | $5,514+12.3% | $3,994+55.1% | $13,390-53.7% |