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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 | $44,219 | $185,312-76.1% | $161,489-72.6% | $154,746-71.4% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 537.53% | 103.84%+433.7pp | 89.72%+447.8pp | 172.34%+365.2pp |
| Employer contribution / active EE | $1,553 | $4,769-67.4% | $4,268-63.6% | $4,379-64.5% |
| Participant deferral / active EE | $5,971 | $6,350-6.0% | $5,630+6.1% | $6,730-11.3% |
| Admin fee / account holder | $423 | $18,654-97.7% | $16,006-97.4% | $14,365-97.1% |