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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 | $70,695 | $70,587+0.2% | $124,693-43.3% | $85,856-17.7% |
| Participation rate | 56.2% | 64.4%-8.2pp | 74.6%-18.4pp | 69.3%-13.1pp |
| Annual return | 18.02% | 20688.83%-20670.8pp | 5144.19%-5126.2pp | 318.58%-300.6pp |
| Employer contribution / active EE | $1,348 | $1,913-29.6% | $3,324-59.5% | $2,565-47.5% |
| Participant deferral / active EE | $1,826 | $2,969-38.5% | $4,615-60.4% | $3,952-53.8% |
| Admin fee / account holder | $4,054 | $5,282-23.2% | $7,494-45.9% | $6,261-35.2% |