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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 | $8,110 | $93,117-91.3% | $77,096-89.5% | $134,532-94.0% |
| Participation rate | 68.2% | 74.5%-6.3pp | 67.9%+0.3pp | 81.2%-13.0pp |
| Annual return | 1248.28% | 62.67%+1185.6pp | 42.35%+1205.9pp | 418.27%+830.0pp |
| Employer contribution / active EE | $1,504 | $3,420-56.0% | $2,814-46.6% | $4,741-68.3% |
| Participant deferral / active EE | $3,728 | $5,241-28.9% | $4,429-15.8% | $6,401-41.8% |
| Admin fee / account holder | $5,909 | $6,948-15.0% | $5,428+8.9% | $11,429-48.3% |