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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 | $91,969 | $57,305+60.5% | $86,640+6.1% | $75,173+22.3% |
| Participation rate | 53.3% | 63.2%-9.9pp | 71.7%-18.4pp | 67.2%-13.9pp |
| Annual return | 15.55% | 2674.24%-2658.7pp | 592.52%-577.0pp | 160.72%-145.2pp |
| Employer contribution / active EE | $2,222 | $2,316-4.1% | $3,024-26.5% | $2,671-16.8% |
| Participant deferral / active EE | $4,827 | $3,320+45.4% | $4,438+8.8% | $4,126+17.0% |
| Admin fee / account holder | $2,565 | $4,116-37.7% | $5,616-54.3% | $5,651-54.6% |