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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 | $62,846 | $76,519-17.9% | $56,025+12.2% | $145,897-56.9% |
| Participation rate | 52.6% | 63.2%-10.6pp | 52.5%+0.1pp | 80.3%-27.7pp |
| Annual return | 18.07% | 3017.03%-2999.0pp | 1712.69%-1694.6pp | 552.29%-534.2pp |
| Employer contribution / active EE | $2,178 | $1,383+57.4% | $1,042+109.1% | $4,663-53.3% |
| Participant deferral / active EE | $7,038 | $2,624+168.2% | $1,955+260.1% | $6,689+5.2% |
| Admin fee / account holder | $1,727 | $3,331-48.2% | $2,828-39.0% | $13,390-87.1% |