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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 | $69,647 | $76,519-9.0% | $56,025+24.3% | $145,897-52.3% |
| Participation rate | 68.8% | 63.2%+5.5pp | 52.5%+16.2pp | 80.3%-11.6pp |
| Annual return | 9.72% | 3017.03%-3007.3pp | 1712.69%-1703.0pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,446 | $1,383+4.6% | $1,042+38.9% | $4,663-69.0% |
| Participant deferral / active EE | $5,397 | $2,624+105.7% | $1,955+176.2% | $6,689-19.3% |
| Admin fee / account holder | $363 | $3,331-89.1% | $2,828-87.2% | $13,390-97.3% |