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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 | $65,693 | $68,097-3.5% | $62,929+4.4% | $137,256-52.1% |
| Participation rate | 57.9% | 77.4%-19.5pp | 73.1%-15.2pp | 80.0%-22.1pp |
| Annual return | 18.23% | 1859.11%-1840.9pp | 1063.93%-1045.7pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,003 | $2,811+6.8% | $2,505+19.9% | $4,156-27.7% |
| Participant deferral / active EE | $4,519 | $4,553-0.7% | $3,888+16.2% | $6,407-29.5% |
| Admin fee / account holder | $2,313 | $6,521-64.5% | $5,065-54.3% | $12,270-81.2% |