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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 | $67,237 | $58,927+14.1% | $76,823-12.5% | $72,983-7.9% |
| Participation rate | 54.8% | 67.3%-12.5pp | 72.1%-17.2pp | 69.5%-14.6pp |
| Annual return | 23.43% | 2305.64%-2282.2pp | 1166.42%-1143.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $1,540 | $1,787-13.8% | $2,302-33.1% | $2,440-36.9% |
| Participant deferral / active EE | $3,037 | $2,690+12.9% | $3,336-8.9% | $3,608-15.8% |
| Admin fee / account holder | $2,622 | $4,013-34.7% | $6,422-59.2% | $5,124-48.8% |