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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 | $74,868 | $58,391+28.2% | $76,657-2.3% | $72,975+2.6% |
| Participation rate | 26.1% | 67.4%-41.3pp | 72.1%-46.0pp | 69.5%-43.4pp |
| Annual return | 18.03% | 2306.65%-2288.6pp | 1166.74%-1148.7pp | 81.01%-63.0pp |
| Employer contribution / active EE | $2,391 | $1,787+33.8% | $2,303+3.8% | $2,440-2.0% |
| Participant deferral / active EE | $4,220 | $2,690+56.9% | $3,335+26.5% | $3,608+17.0% |
| Admin fee / account holder | $20,672 | $4,014+414.9% | $6,423+221.9% | $5,124+303.4% |