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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 | $76,984 | $76,522+0.6% | $56,033+37.4% | $145,884-47.2% |
| Participation rate | 55.6% | 63.2%-7.7pp | 52.5%+3.1pp | 80.3%-24.7pp |
| Annual return | 19.92% | 3014.28%-2994.4pp | 1711.38%-1691.5pp | 551.85%-531.9pp |
| Employer contribution / active EE | $965 | $1,382-30.2% | $1,041-7.3% | $4,662-79.3% |
| Participant deferral / active EE | $5,304 | $2,624+102.1% | $1,954+171.4% | $6,690-20.7% |
| Admin fee / account holder | $491 | $3,328-85.2% | $2,827-82.6% | $13,392-96.3% |