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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 | $71,444 | $70,587+1.2% | $124,694-42.7% | $85,851-16.8% |
| Participation rate | 54.3% | 64.4%-10.1pp | 74.6%-20.3pp | 69.3%-15.0pp |
| Annual return | 12.54% | 20688.83%-20676.3pp | 5144.82%-5132.3pp | 318.63%-306.1pp |
| Employer contribution / active EE | $1,471 | $1,913-23.1% | $3,325-55.7% | $2,565-42.7% |
| Participant deferral / active EE | $3,208 | $2,969+8.1% | $4,615-30.5% | $3,952-18.8% |
| Admin fee / account holder | $1,836 | $5,282-65.2% | $7,495-75.5% | $6,261-70.7% |