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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 | $63,715 | $88,702-28.2% | $81,780-22.1% | $145,978-56.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.61% | 1029.12%-1015.5pp | 776.27%-762.7pp | 550.52%-536.9pp |
| Employer contribution / active EE | $3,465 | $3,084+12.3% | $2,914+18.9% | $4,662-25.7% |
| Participant deferral / active EE | $7,054 | $4,645+51.9% | $4,321+63.3% | $6,690+5.5% |
| Admin fee / account holder | $7,838 | $8,414-6.9% | $7,384+6.1% | $13,400-41.5% |