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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 | $75,068 | $65,440+14.7% | $98,506-23.8% | $85,851-12.6% |
| Participation rate | 57.1% | 65.0%-7.9pp | 73.3%-16.2pp | 69.3%-12.2pp |
| Annual return | 19.67% | 21.75%-2.1pp | 1494.92%-1475.2pp | 318.63%-299.0pp |
| Employer contribution / active EE | $551 | $2,169-74.6% | $2,961-81.4% | $2,565-78.5% |
| Participant deferral / active EE | $2,783 | $3,168-12.2% | $4,277-34.9% | $3,952-29.6% |
| Admin fee / account holder | $3,370 | $4,596-26.7% | $5,955-43.4% | $6,261-46.2% |