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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 | $98,637 | $72,426+36.2% | $67,560+46.0% | $145,897-32.4% |
| Participation rate | 68.2% | 76.9%-8.7pp | 72.9%-4.8pp | 80.3%-12.1pp |
| Annual return | 13.23% | 7226.78%-7213.6pp | 3533.50%-3520.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,925 | $3,074-37.4% | $2,737-29.7% | $4,663-58.7% |
| Participant deferral / active EE | $5,278 | $4,785+10.3% | $4,004+31.8% | $6,689-21.1% |
| Admin fee / account holder | $11,834 | $5,514+114.6% | $3,994+196.3% | $13,390-11.6% |