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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 | $62,572 | $58,391+7.2% | $76,657-18.4% | $72,975-14.3% |
| Participation rate | 65.7% | 67.4%-1.7pp | 72.1%-6.4pp | 69.5%-3.8pp |
| Annual return | 22.58% | 2306.65%-2284.1pp | 1166.74%-1144.2pp | 81.01%-58.4pp |
| Employer contribution / active EE | $1,447 | $1,787-19.0% | $2,303-37.2% | $2,440-40.7% |
| Participant deferral / active EE | $3,774 | $2,690+40.3% | $3,335+13.1% | $3,608+4.6% |
| Admin fee / account holder | $2,964 | $4,014-26.2% | $6,423-53.8% | $5,124-42.1% |