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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 | $88,778-21.0% | $81,844-14.4% | $145,884-51.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 16.89% | 1033.03%-1016.1pp | 778.87%-762.0pp | 551.85%-535.0pp |
| Employer contribution / active EE | $2,354 | $3,087-23.8% | $2,916-19.3% | $4,662-49.5% |
| Participant deferral / active EE | $6,625 | $4,648+42.5% | $4,323+53.2% | $6,690-1.0% |
| Admin fee / account holder | $501 | $8,430-94.1% | $7,355-93.2% | $13,392-96.3% |