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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 | $57,312+60.5% | $86,617+6.2% | $75,181+22.3% |
| Participation rate | 53.3% | 63.2%-9.9pp | 71.7%-18.4pp | 67.2%-13.9pp |
| Annual return | 15.55% | 2672.78%-2657.2pp | 591.91%-576.4pp | 160.69%-145.1pp |
| Employer contribution / active EE | $2,222 | $2,315-4.0% | $3,023-26.5% | $2,671-16.8% |
| Participant deferral / active EE | $4,827 | $3,319+45.4% | $4,437+8.8% | $4,126+17.0% |
| Admin fee / account holder | $2,565 | $4,114-37.7% | $5,613-54.3% | $5,650-54.6% |