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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 | $74,259 | $72,446+2.5% | $67,561+9.9% | $145,877-49.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 15.17% | 7211.98%-7196.8pp | 3525.44%-3510.3pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,564 | $3,072-49.1% | $2,735-42.8% | $4,663-66.5% |
| Participant deferral / active EE | $4,301 | $4,785-10.1% | $4,003+7.4% | $6,691-35.7% |
| Admin fee / account holder | $802 | $5,541-85.5% | $4,006-80.0% | $13,402-94.0% |