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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 | $77,579 | $70,587+9.9% | $124,693-37.8% | $85,847-9.6% |
| Participation rate | 57.9% | 64.4%-6.5pp | 74.6%-16.7pp | 69.3%-11.4pp |
| Annual return | 17.10% | 20688.83%-20671.7pp | 5144.19%-5127.1pp | 318.61%-301.5pp |
| Employer contribution / active EE | $1,318 | $1,913-31.1% | $3,324-60.4% | $2,565-48.6% |
| Participant deferral / active EE | $1,576 | $2,969-46.9% | $4,615-65.9% | $3,952-60.1% |
| Admin fee / account holder | $866 | $5,282-83.6% | $7,494-88.4% | $6,261-86.2% |