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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 | $36,011 | $68,097-47.1% | $62,929-42.8% | $137,256-73.8% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 14.70% | 1859.11%-1844.4pp | 1063.93%-1049.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,977 | $2,811+5.9% | $2,505+18.8% | $4,156-28.4% |
| Participant deferral / active EE | $6,265 | $4,553+37.6% | $3,888+61.1% | $6,407-2.2% |
| Admin fee / account holder | $8,200 | $6,521+25.7% | $5,065+61.9% | $12,270-33.2% |