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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 | $153,601 | $76,519+100.7% | $56,025+174.2% | $145,897+5.3% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.7pp | 80.3%-37.4pp |
| Annual return | 12.68% | 3017.03%-3004.4pp | 1712.69%-1700.0pp | 552.29%-539.6pp |
| Employer contribution / active EE | $911 | $1,383-34.1% | $1,042-12.5% | $4,663-80.5% |
| Participant deferral / active EE | $5,174 | $2,624+97.1% | $1,955+164.7% | $6,689-22.7% |
| Admin fee / account holder | $1,685 | $3,331-49.4% | $2,828-40.4% | $13,390-87.4% |