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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 | $82,694 | $76,608+7.9% | $56,077+47.5% | $145,877-43.3% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 10.33% | 3009.59%-2999.3pp | 1709.28%-1698.9pp | 551.28%-541.0pp |
| Employer contribution / active EE | $816 | $1,382-40.9% | $1,040-21.5% | $4,663-82.5% |
| Participant deferral / active EE | $1,520 | $2,624-42.1% | $1,954-22.2% | $6,691-77.3% |
| Admin fee / account holder | $13,678 | $3,325+311.4% | $2,825+384.2% | $13,402+2.1% |