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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 | $72,403+21.7% | $67,524+30.5% | $145,978-39.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 16.56% | 7197.23%-7180.7pp | 3519.41%-3502.9pp | 550.52%-534.0pp |
| Employer contribution / active EE | $1,570 | $3,072-48.9% | $2,734-42.6% | $4,662-66.3% |
| Participant deferral / active EE | $4,364 | $4,782-8.7% | $4,001+9.1% | $6,690-34.8% |
| Admin fee / account holder | $5,017 | $5,541-9.5% | $4,001+25.4% | $13,400-62.6% |