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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 | $84,946 | $76,522+11.0% | $56,033+51.6% | $145,884-41.8% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 13.21% | 3014.28%-3001.1pp | 1711.38%-1698.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,209 | $1,382-12.6% | $1,041+16.1% | $4,662-74.1% |
| Participant deferral / active EE | $10,825 | $2,624+312.6% | $1,954+454.0% | $6,690+61.8% |
| Admin fee / account holder | $333 | $3,328-90.0% | $2,827-88.2% | $13,392-97.5% |