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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 | $91,267 | $68,097+34.0% | $62,929+45.0% | $137,256-33.5% |
| Participation rate | 46.2% | 77.4%-31.3pp | 73.1%-27.0pp | 80.0%-33.8pp |
| Annual return | 18.89% | 1859.11%-1840.2pp | 1063.93%-1045.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,503 | $2,811-46.5% | $2,505-40.0% | $4,156-63.8% |
| Participant deferral / active EE | $6,598 | $4,553+44.9% | $3,888+69.7% | $6,407+3.0% |
| Admin fee / account holder | $3,392 | $6,521-48.0% | $5,065-33.0% | $12,270-72.4% |