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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 | $115,536 | $180,749-36.1% | $160,784-28.1% | $137,256-15.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 17.19% | 2234.46%-2217.3pp | 1803.92%-1786.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,190 | $4,155-23.2% | $3,733-14.5% | $4,156-23.2% |
| Participant deferral / active EE | $6,740 | $6,844-1.5% | $6,293+7.1% | $6,407+5.2% |
| Admin fee / account holder | $718 | $10,397-93.1% | $9,717-92.6% | $12,270-94.2% |