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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 | $137,803 | $76,519+80.1% | $56,025+146.0% | $145,897-5.5% |
| Participation rate | 20.8% | 63.2%-42.4pp | 52.5%-31.7pp | 80.3%-59.5pp |
| Annual return | 15.98% | 3017.03%-3001.1pp | 1712.69%-1696.7pp | 552.29%-536.3pp |
| Employer contribution / active EE | $806 | $1,383-41.7% | $1,042-22.6% | $4,663-82.7% |
| Participant deferral / active EE | $3,623 | $2,624+38.0% | $1,955+85.4% | $6,689-45.8% |
| Admin fee / account holder | $2,020 | $3,331-39.4% | $2,828-28.6% | $13,390-84.9% |