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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 | $70,099 | $88,702-21.0% | $81,780-14.3% | $145,978-52.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 16.89% | 1029.12%-1012.2pp | 776.27%-759.4pp | 550.52%-533.6pp |
| Employer contribution / active EE | $2,354 | $3,084-23.7% | $2,914-19.2% | $4,662-49.5% |
| Participant deferral / active EE | $6,625 | $4,645+42.6% | $4,321+53.3% | $6,690-1.0% |
| Admin fee / account holder | $501 | $8,414-94.0% | $7,384-93.2% | $13,400-96.3% |