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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 | $97,979 | $57,312+71.0% | $86,617+13.1% | $75,181+30.3% |
| Participation rate | 45.7% | 63.2%-17.5pp | 71.7%-26.0pp | 67.2%-21.5pp |
| Annual return | 33.44% | 2672.78%-2639.3pp | 591.91%-558.5pp | 160.69%-127.2pp |
| Employer contribution / active EE | $2,260 | $2,315-2.4% | $3,023-25.3% | $2,671-15.4% |
| Participant deferral / active EE | $4,615 | $3,319+39.1% | $4,437+4.0% | $4,126+11.9% |
| Admin fee / account holder | $384 | $4,114-90.7% | $5,613-93.2% | $5,650-93.2% |