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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 | $131,867 | $76,522+72.3% | $56,033+135.3% | $145,884-9.6% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 15.44% | 3014.28%-2998.8pp | 1711.38%-1695.9pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,236 | $1,382-10.6% | $1,041+18.7% | $4,662-73.5% |
| Participant deferral / active EE | $2,907 | $2,624+10.8% | $1,954+48.8% | $6,690-56.5% |
| Admin fee / account holder | $5,457 | $3,328+64.0% | $2,827+93.0% | $13,392-59.2% |