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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 | $32,545 | $88,702-63.3% | $81,780-60.2% | $145,978-77.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 20.00% | 1029.12%-1009.1pp | 776.27%-756.3pp | 550.52%-530.5pp |
| Employer contribution / active EE | $3,198 | $3,084+3.7% | $2,914+9.8% | $4,662-31.4% |
| Participant deferral / active EE | $5,396 | $4,645+16.2% | $4,321+24.9% | $6,690-19.3% |
| Admin fee / account holder | $3,192 | $8,414-62.1% | $7,384-56.8% | $13,400-76.2% |