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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 | $117,178 | $76,519+53.1% | $56,025+109.2% | $145,897-19.7% |
| Participation rate | 23.8% | 63.2%-39.4pp | 52.5%-28.7pp | 80.3%-56.5pp |
| Annual return | 13.61% | 3017.03%-3003.4pp | 1712.69%-1699.1pp | 552.29%-538.7pp |
| Employer contribution / active EE | $556 | $1,383-59.8% | $1,042-46.6% | $4,663-88.1% |
| Participant deferral / active EE | $2,367 | $2,624-9.8% | $1,955+21.1% | $6,689-64.6% |
| Admin fee / account holder | $9,120 | $3,331+173.8% | $2,828+222.5% | $13,390-31.9% |