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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 | $74,332 | $76,608-3.0% | $56,077+32.6% | $145,877-49.0% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 12.56% | 3009.59%-2997.0pp | 1709.28%-1696.7pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,580 | $1,382+14.3% | $1,040+51.8% | $4,663-66.1% |
| Participant deferral / active EE | $4,177 | $2,624+59.2% | $1,954+113.8% | $6,691-37.6% |
| Admin fee / account holder | $701 | $3,325-78.9% | $2,825-75.2% | $13,402-94.8% |