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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 | $72,440 | $57,305+26.4% | $86,640-16.4% | $75,173-3.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 19.19% | 2674.24%-2655.0pp | 592.52%-573.3pp | 160.72%-141.5pp |
| Employer contribution / active EE | $2,713 | $2,316+17.1% | $3,024-10.3% | $2,671+1.6% |
| Participant deferral / active EE | $4,830 | $3,320+45.5% | $4,438+8.8% | $4,126+17.1% |
| Admin fee / account holder | $3,851 | $4,116-6.4% | $5,616-31.4% | $5,651-31.8% |