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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 | $78,153 | $76,634+2.0% | $56,054+39.4% | $145,978-46.5% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-47.0pp |
| Annual return | 11.09% | 3004.33%-2993.2pp | 1705.95%-1694.9pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,140 | $1,380-17.4% | $1,039+9.7% | $4,662-75.5% |
| Participant deferral / active EE | $4,342 | $2,622+65.6% | $1,952+122.4% | $6,690-35.1% |
| Admin fee / account holder | $10,220 | $3,321+207.7% | $2,822+262.1% | $13,400-23.7% |