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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 | $66,228 | $76,522-13.5% | $56,033+18.2% | $145,884-54.6% |
| Participation rate | 23.1% | 63.2%-40.1pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 15.86% | 3014.28%-2998.4pp | 1711.38%-1695.5pp | 551.85%-536.0pp |
| Employer contribution / active EE | $625 | $1,382-54.8% | $1,041-39.9% | $4,662-86.6% |
| Participant deferral / active EE | $3,487 | $2,624+32.9% | $1,954+78.4% | $6,690-47.9% |
| Admin fee / account holder | $487 | $3,328-85.4% | $2,827-82.8% | $13,392-96.4% |