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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 | $66,136 | $101,653-34.9% | $147,080-55.0% | $74,459-11.2% |
| Participation rate | 62.5% | 75.6%-13.1pp | 82.2%-19.7pp | 67.2%-4.7pp |
| Annual return | 15.18% | 8754.98%-8739.8pp | 420.17%-405.0pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $1,464 | $3,813-61.6% | $4,933-70.3% | $2,626-44.2% |
| Participant deferral / active EE | $6,146 | $7,304-15.9% | $8,066-23.8% | $4,350+41.3% |
| Admin fee / account holder | $4,055 | $1,752+131.5% | $12,989-68.8% | $1,945+108.5% |