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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 | $85,805 | $76,368+12.4% | $67,681+26.8% | $154,746-44.6% |
| Participation rate | 54.5% | 79.0%-24.4pp | 73.7%-19.2pp | 80.7%-26.2pp |
| Annual return | 16.38% | 1066.77%-1050.4pp | 590.58%-574.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $3,208 | $3,151+1.8% | $2,678+19.8% | $4,379-26.8% |
| Participant deferral / active EE | $6,309 | $4,824+30.8% | $3,976+58.7% | $6,730-6.3% |
| Admin fee / account holder | $1,765 | $8,559-79.4% | $6,100-71.1% | $14,365-87.7% |