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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 | $86,556 | $76,519+13.1% | $56,025+54.5% | $145,897-40.7% |
| Participation rate | 15.8% | 63.2%-47.4pp | 52.5%-36.7pp | 80.3%-64.5pp |
| Annual return | 8.54% | 3017.03%-3008.5pp | 1712.69%-1704.1pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,331 | $1,383-3.8% | $1,042+27.8% | $4,663-71.4% |
| Participant deferral / active EE | $2,081 | $2,624-20.7% | $1,955+6.5% | $6,689-68.9% |
| Admin fee / account holder | $4,187 | $3,331+25.7% | $2,828+48.0% | $13,390-68.7% |