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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 | $109,166 | $106,267+2.7% | $96,520+13.1% | $139,456-21.7% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 663.09% | 38.45%+624.6pp | 35.72%+627.4pp | 373.45%+289.6pp |
| Employer contribution / active EE | $1,816 | $4,105-55.8% | $3,739-51.4% | $4,753-61.8% |
| Participant deferral / active EE | $2,252 | $5,454-58.7% | $4,879-53.8% | $6,711-66.4% |
| Admin fee / account holder | $548 | $7,882-93.0% | $6,733-91.9% | $11,407-95.2% |