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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 | $88,140 | $72,396+21.7% | $67,511+30.6% | $145,959-39.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 16.56% | 7194.07%-7177.5pp | 3517.41%-3500.9pp | 561.95%-545.4pp |
| Employer contribution / active EE | $1,570 | $3,071-48.9% | $2,733-42.5% | $4,661-66.3% |
| Participant deferral / active EE | $4,364 | $4,781-8.7% | $4,000+9.1% | $6,689-34.7% |
| Admin fee / account holder | $5,017 | $5,538-9.4% | $3,999+25.5% | $13,398-62.6% |