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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 | $53,910 | $58,391-7.7% | $76,657-29.7% | $72,975-26.1% |
| Participation rate | 68.7% | 67.4%+1.3pp | 72.1%-3.4pp | 69.5%-0.8pp |
| Annual return | 28.99% | 2306.65%-2277.7pp | 1166.74%-1137.7pp | 81.01%-52.0pp |
| Employer contribution / active EE | $2,334 | $1,787+30.6% | $2,303+1.3% | $2,440-4.4% |
| Participant deferral / active EE | $7,265 | $2,690+170.0% | $3,335+117.8% | $3,608+101.4% |
| Admin fee / account holder | $567 | $4,014-85.9% | $6,423-91.2% | $5,124-88.9% |