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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 | $136,700 | $76,634+78.4% | $56,054+143.9% | $145,978-6.4% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 22.85% | 3004.33%-2981.5pp | 1705.95%-1683.1pp | 550.52%-527.7pp |
| Employer contribution / active EE | $2,104 | $1,380+52.4% | $1,039+102.5% | $4,662-54.9% |
| Participant deferral / active EE | $3,506 | $2,622+33.7% | $1,952+79.6% | $6,690-47.6% |
| Admin fee / account holder | $1,559 | $3,321-53.1% | $2,822-44.8% | $13,400-88.4% |