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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 | $74,332 | $76,522-2.9% | $56,033+32.7% | $145,884-49.0% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 12.56% | 3014.28%-3001.7pp | 1711.38%-1698.8pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,580 | $1,382+14.3% | $1,041+51.8% | $4,662-66.1% |
| Participant deferral / active EE | $4,177 | $2,624+59.2% | $1,954+113.8% | $6,690-37.6% |
| Admin fee / account holder | $701 | $3,328-78.9% | $2,827-75.2% | $13,392-94.8% |