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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 | $88,045 | $76,519+15.1% | $56,025+57.2% | $145,897-39.7% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.6pp | 80.3%-23.2pp |
| Annual return | 17.20% | 3017.03%-2999.8pp | 1712.69%-1695.5pp | 552.29%-535.1pp |
| Employer contribution / active EE | $864 | $1,383-37.6% | $1,042-17.1% | $4,663-81.5% |
| Participant deferral / active EE | $3,111 | $2,624+18.6% | $1,955+59.2% | $6,689-53.5% |
| Admin fee / account holder | $1,494 | $3,331-55.2% | $2,828-47.2% | $13,390-88.8% |