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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 | $76,634+3.8% | $56,054+41.9% | $145,978-45.5% |
| Participation rate | 55.6% | 63.2%-7.7pp | 52.5%+3.1pp | 80.3%-24.7pp |
| Annual return | 11.94% | 3004.33%-2992.4pp | 1705.95%-1694.0pp | 550.52%-538.6pp |
| Employer contribution / active EE | $1,104 | $1,380-20.0% | $1,039+6.2% | $4,662-76.3% |
| Participant deferral / active EE | $4,487 | $2,622+71.1% | $1,952+129.8% | $6,690-32.9% |
| Admin fee / account holder | $1,091 | $3,321-67.2% | $2,822-61.4% | $13,400-91.9% |