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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 | $39,131 | $68,097-42.5% | $62,929-37.8% | $137,256-71.5% |
| Participation rate | 68.4% | 77.4%-9.0pp | 73.1%-4.7pp | 80.0%-11.5pp |
| Annual return | 14.25% | 1859.11%-1844.9pp | 1063.93%-1049.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,976 | $2,811-29.7% | $2,505-21.1% | $4,156-52.4% |
| Participant deferral / active EE | $4,290 | $4,553-5.8% | $3,888+10.3% | $6,407-33.0% |
| Admin fee / account holder | $4,210 | $6,521-35.4% | $5,065-16.9% | $12,270-65.7% |