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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 | $79,205 | $72,446+9.3% | $67,561+17.2% | $145,877-45.7% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 13.60% | 7211.98%-7198.4pp | 3525.44%-3511.8pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,438 | $3,072-20.6% | $2,735-10.8% | $4,663-47.7% |
| Participant deferral / active EE | $10,628 | $4,785+122.1% | $4,003+165.5% | $6,691+58.8% |
| Admin fee / account holder | $339 | $5,541-93.9% | $4,006-91.5% | $13,402-97.5% |