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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 | $68,609 | $100,895-32.0% | $90,430-24.1% | $158,950-56.8% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 22.89% | 1725.54%-1702.6pp | 1293.73%-1270.8pp | 302.91%-280.0pp |
| Employer contribution / active EE | $3,141 | $3,689-14.8% | $3,262-3.7% | $4,762-34.0% |
| Participant deferral / active EE | $10,226 | $4,347+135.2% | $3,963+158.1% | $5,983+70.9% |
| Admin fee / account holder | $1,048 | $6,505-83.9% | $5,613-81.3% | $11,248-90.7% |