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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 | $69,753 | $81,668-14.6% | $58,507+19.2% | $139,487-50.0% |
| Participation rate | 38.1% | 61.3%-23.3pp | 50.9%-12.8pp | 80.3%-42.2pp |
| Annual return | 15.92% | 7430.07%-7414.2pp | 4252.32%-4236.4pp | 373.84%-357.9pp |
| Employer contribution / active EE | $1,242 | $1,398-11.2% | $1,053+17.9% | $4,755-73.9% |
| Participant deferral / active EE | $3,740 | $2,554+46.5% | $1,922+94.6% | $6,713-44.3% |
| Admin fee / account holder | $1,537 | $3,212-52.2% | $2,486-38.2% | $11,407-86.5% |