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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 | $53,689 | $76,608-29.9% | $56,077-4.3% | $145,877-63.2% |
| Participation rate | 69.2% | 63.2%+6.0pp | 52.5%+16.7pp | 80.3%-11.1pp |
| Annual return | 18.45% | 3009.59%-2991.1pp | 1709.28%-1690.8pp | 551.28%-532.8pp |
| Employer contribution / active EE | $1,465 | $1,382+6.0% | $1,040+40.8% | $4,663-68.6% |
| Participant deferral / active EE | $4,360 | $2,624+66.1% | $1,954+123.1% | $6,691-34.8% |
| Admin fee / account holder | $306 | $3,325-90.8% | $2,825-89.2% | $13,402-97.7% |