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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 | $72,465+21.6% | $67,575+30.4% | $145,884-39.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 16.56% | 7222.56%-7206.0pp | 3528.98%-3512.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,570 | $3,074-48.9% | $2,736-42.6% | $4,662-66.3% |
| Participant deferral / active EE | $4,364 | $4,786-8.8% | $4,003+9.0% | $6,690-34.8% |
| Admin fee / account holder | $5,017 | $5,515-9.0% | $3,993+25.6% | $13,392-62.5% |