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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 | $122,526 | $100,938+21.4% | $90,461+35.4% | $158,982-22.9% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.7%-34.2pp | 82.0%-43.5pp |
| Annual return | 13.59% | 1727.20%-1713.6pp | 1294.76%-1281.2pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,280 | $3,691-65.3% | $3,264-60.8% | $4,763-73.1% |
| Participant deferral / active EE | $2,587 | $4,350-40.5% | $3,964-34.8% | $5,983-56.8% |
| Admin fee / account holder | $3,290 | $6,510-49.5% | $5,617-41.4% | $11,252-70.8% |