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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 | $82,071 | $76,519+7.3% | $56,025+46.5% | $145,897-43.7% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.1pp | 80.3%-35.9pp |
| Annual return | 22.75% | 3017.03%-2994.3pp | 1712.69%-1689.9pp | 552.29%-529.5pp |
| Employer contribution / active EE | $1,022 | $1,383-26.1% | $1,042-1.9% | $4,663-78.1% |
| Participant deferral / active EE | $5,289 | $2,624+101.5% | $1,955+170.6% | $6,689-20.9% |
| Admin fee / account holder | $2,330 | $3,331-30.0% | $2,828-17.6% | $13,390-82.6% |