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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 | $76,608+7.1% | $56,077+46.4% | $145,877-43.7% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.1pp | 80.3%-35.9pp |
| Annual return | 22.75% | 3009.59%-2986.8pp | 1709.28%-1686.5pp | 551.28%-528.5pp |
| Employer contribution / active EE | $1,022 | $1,382-26.0% | $1,040-1.8% | $4,663-78.1% |
| Participant deferral / active EE | $5,289 | $2,624+101.5% | $1,954+170.7% | $6,691-21.0% |
| Admin fee / account holder | $2,330 | $3,325-29.9% | $2,825-17.5% | $13,402-82.6% |