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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 | $43,901 | $169,336-74.1% | $129,384-66.1% | $145,884-69.9% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 9.96% | 14408.70%-14398.7pp | 9461.77%-9451.8pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,758 | $5,540-68.3% | $4,153-57.7% | $4,662-62.3% |
| Participant deferral / active EE | $5,836 | $4,985+17.1% | $4,166+40.1% | $6,690-12.8% |
| Admin fee / account holder | $349 | $9,912-96.5% | $7,686-95.5% | $13,392-97.4% |