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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 | $74,987 | $76,608-2.1% | $56,077+33.7% | $145,877-48.6% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 15.78% | 3009.59%-2993.8pp | 1709.28%-1693.5pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,580 | $1,382+14.3% | $1,040+51.8% | $4,663-66.1% |
| Participant deferral / active EE | $3,700 | $2,624+41.0% | $1,954+89.3% | $6,691-44.7% |
| Admin fee / account holder | $6,053 | $3,325+82.0% | $2,825+114.3% | $13,402-54.8% |