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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 | $74,900 | $57,312+30.7% | $86,617-13.5% | $75,181-0.4% |
| Participation rate | 45.5% | 63.2%-17.7pp | 71.7%-26.2pp | 67.2%-21.7pp |
| Annual return | 14.70% | 2672.78%-2658.1pp | 591.91%-577.2pp | 160.69%-146.0pp |
| Employer contribution / active EE | $2,457 | $2,315+6.1% | $3,023-18.7% | $2,671-8.0% |
| Participant deferral / active EE | $2,752 | $3,319-17.1% | $4,437-38.0% | $4,126-33.3% |
| Admin fee / account holder | $1,836 | $4,114-55.4% | $5,613-67.3% | $5,650-67.5% |