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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 | $74,354 | $90,606-17.9% | $79,466-6.4% | $135,379-45.1% |
| Participation rate | 69.2% | 76.0%-6.8pp | 73.3%-4.1pp | 82.6%-13.4pp |
| Annual return | 15.72% | 977.69%-962.0pp | 718.28%-702.6pp | 519.79%-504.1pp |
| Employer contribution / active EE | $3,998 | $3,068+30.3% | $2,800+42.8% | $4,779-16.3% |
| Participant deferral / active EE | $1,337 | $4,050-67.0% | $3,704-63.9% | $5,609-76.2% |
| Admin fee / account holder | $4,619 | $5,895-21.7% | $5,104-9.5% | $10,828-57.3% |