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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 | $77,884 | $169,356-54.0% | $129,406-39.8% | $145,897-46.6% |
| Participation rate | 58.8% | 76.5%-17.7pp | 69.6%-10.8pp | 80.3%-21.5pp |
| Annual return | 15.06% | 14418.62%-14403.6pp | 9468.18%-9453.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,600 | $5,542-53.1% | $4,155-37.4% | $4,663-44.2% |
| Participant deferral / active EE | $6,713 | $4,987+34.6% | $4,167+61.1% | $6,689+0.4% |
| Admin fee / account holder | $1,825 | $9,915-81.6% | $7,689-76.3% | $13,390-86.4% |