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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 | $98,778 | $72,446+36.3% | $67,561+46.2% | $145,877-32.3% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 13.12% | 7211.98%-7198.9pp | 3525.44%-3512.3pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,619 | $3,072-47.3% | $2,735-40.8% | $4,663-65.3% |
| Participant deferral / active EE | $2,792 | $4,785-41.6% | $4,003-30.2% | $6,691-58.3% |
| Admin fee / account holder | $671 | $5,541-87.9% | $4,006-83.2% | $13,402-95.0% |