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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 | $34,287 | $81,749-58.1% | $58,544-41.4% | $139,456-75.4% |
| Participation rate | 65.2% | 61.3%+3.9pp | 50.9%+14.4pp | 80.3%-15.1pp |
| Annual return | 16.53% | 7425.45%-7408.9pp | 4249.56%-4233.0pp | 373.45%-356.9pp |
| Employer contribution / active EE | $1,057 | $1,398-24.4% | $1,053+0.4% | $4,753-77.8% |
| Participant deferral / active EE | $4,228 | $2,555+65.5% | $1,923+119.9% | $6,711-37.0% |
| Admin fee / account holder | $5,435 | $3,272+66.1% | $2,520+115.7% | $11,407-52.3% |