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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 | $70,227 | $88,702-20.8% | $81,780-14.1% | $145,978-51.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.45% | 1029.12%-1016.7pp | 776.27%-763.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $3,473 | $3,084+12.6% | $2,914+19.2% | $4,662-25.5% |
| Participant deferral / active EE | $6,388 | $4,645+37.5% | $4,321+47.8% | $6,690-4.5% |
| Admin fee / account holder | $1,645 | $8,414-80.5% | $7,384-77.7% | $13,400-87.7% |