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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 | $127,130 | $72,465+75.4% | $67,575+88.1% | $145,884-12.9% |
| Participation rate | 58.3% | 76.9%-18.5pp | 72.9%-14.6pp | 80.3%-22.0pp |
| Annual return | 11.32% | 7222.56%-7211.2pp | 3528.98%-3517.7pp | 551.85%-540.5pp |
| Employer contribution / active EE | $3,047 | $3,074-0.9% | $2,736+11.4% | $4,662-34.6% |
| Participant deferral / active EE | $2,400 | $4,786-49.9% | $4,003-40.1% | $6,690-64.1% |
| Admin fee / account holder | $4,849 | $5,515-12.1% | $3,993+21.4% | $13,392-63.8% |