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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 | $56,116 | $72,465-22.6% | $67,575-17.0% | $145,884-61.5% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 15.88% | 7222.56%-7206.7pp | 3528.98%-3513.1pp | 551.85%-536.0pp |
| Employer contribution / active EE | $2,023 | $3,074-34.2% | $2,736-26.0% | $4,662-56.6% |
| Participant deferral / active EE | $3,854 | $4,786-19.5% | $4,003-3.7% | $6,690-42.4% |
| Admin fee / account holder | $2,934 | $5,515-46.8% | $3,993-26.5% | $13,392-78.1% |