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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 | $76,634-2.1% | $56,054+33.8% | $145,978-48.6% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 15.78% | 3004.33%-2988.5pp | 1705.95%-1690.2pp | 550.52%-534.7pp |
| Employer contribution / active EE | $1,580 | $1,380+14.4% | $1,039+52.0% | $4,662-66.1% |
| Participant deferral / active EE | $3,700 | $2,622+41.1% | $1,952+89.5% | $6,690-44.7% |
| Admin fee / account holder | $6,053 | $3,321+82.2% | $2,822+114.4% | $13,400-54.8% |