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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 | $76,608+79.9% | $56,077+145.7% | $145,877-5.5% |
| Participation rate | 20.8% | 63.2%-42.4pp | 52.5%-31.7pp | 80.3%-59.5pp |
| Annual return | 15.98% | 3009.59%-2993.6pp | 1709.28%-1693.3pp | 551.28%-535.3pp |
| Employer contribution / active EE | $806 | $1,382-41.6% | $1,040-22.5% | $4,663-82.7% |
| Participant deferral / active EE | $3,623 | $2,624+38.1% | $1,954+85.4% | $6,691-45.9% |
| Admin fee / account holder | $2,020 | $3,325-39.3% | $2,825-28.5% | $13,402-84.9% |