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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 | $76,608+13.0% | $56,077+54.4% | $145,877-40.7% |
| Participation rate | 15.8% | 63.2%-47.5pp | 52.5%-36.7pp | 80.3%-64.5pp |
| Annual return | 8.54% | 3009.59%-3001.0pp | 1709.28%-1700.7pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,331 | $1,382-3.6% | $1,040+28.0% | $4,663-71.4% |
| Participant deferral / active EE | $2,081 | $2,624-20.7% | $1,954+6.5% | $6,691-68.9% |
| Admin fee / account holder | $4,187 | $3,325+25.9% | $2,825+48.2% | $13,402-68.8% |