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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 | $134,077 | $72,403+85.2% | $67,524+98.6% | $145,978-8.2% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.3pp | 80.3%-24.7pp |
| Annual return | 20.04% | 7197.23%-7177.2pp | 3519.41%-3499.4pp | 550.52%-530.5pp |
| Employer contribution / active EE | $2,641 | $3,072-14.0% | $2,734-3.4% | $4,662-43.3% |
| Participant deferral / active EE | $11,394 | $4,782+138.3% | $4,001+184.7% | $6,690+70.3% |
| Admin fee / account holder | $1,280 | $5,541-76.9% | $4,001-68.0% | $13,400-90.4% |