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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 | $74,103 | $76,608-3.3% | $56,077+32.1% | $145,877-49.2% |
| Participation rate | 57.9% | 63.2%-5.3pp | 52.5%+5.4pp | 80.3%-22.4pp |
| Annual return | 15.28% | 3009.59%-2994.3pp | 1709.28%-1694.0pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,767 | $1,382+27.9% | $1,040+69.9% | $4,663-62.1% |
| Participant deferral / active EE | $3,981 | $2,624+51.7% | $1,954+103.7% | $6,691-40.5% |
| Admin fee / account holder | $2,246 | $3,325-32.5% | $2,825-20.5% | $13,402-83.2% |