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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 | $79,545 | $76,608+3.8% | $56,077+41.8% | $145,877-45.5% |
| Participation rate | 55.6% | 63.2%-7.7pp | 52.5%+3.1pp | 80.3%-24.7pp |
| Annual return | 11.94% | 3009.59%-2997.6pp | 1709.28%-1697.3pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,104 | $1,382-20.1% | $1,040+6.1% | $4,663-76.3% |
| Participant deferral / active EE | $4,487 | $2,624+71.0% | $1,954+129.6% | $6,691-32.9% |
| Admin fee / account holder | $1,091 | $3,325-67.2% | $2,825-61.4% | $13,402-91.9% |