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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 | $64,555 | $76,634-15.8% | $56,054+15.2% | $145,978-55.8% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.1pp | 80.3%-25.7pp |
| Annual return | 13.23% | 3004.33%-2991.1pp | 1705.95%-1692.7pp | 550.52%-537.3pp |
| Employer contribution / active EE | $2,775 | $1,380+101.1% | $1,039+167.1% | $4,662-40.5% |
| Participant deferral / active EE | $6,488 | $2,622+147.4% | $1,952+232.3% | $6,690-3.0% |
| Admin fee / account holder | $1,753 | $3,321-47.2% | $2,822-37.9% | $13,400-86.9% |