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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 | $68,516 | $169,356-59.5% | $129,406-47.1% | $145,897-53.0% |
| Participation rate | 65.2% | 76.5%-11.3pp | 69.6%-4.4pp | 80.3%-15.1pp |
| Annual return | 15.80% | 14418.62%-14402.8pp | 9468.18%-9452.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $3,155 | $5,542-43.1% | $4,155-24.1% | $4,663-32.3% |
| Participant deferral / active EE | $7,234 | $4,987+45.1% | $4,167+73.6% | $6,689+8.1% |
| Admin fee / account holder | $8,114 | $9,915-18.2% | $7,689+5.5% | $13,390-39.4% |