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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 | $122,192 | $76,634+59.4% | $56,054+118.0% | $145,978-16.3% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 10.84% | 3004.33%-2993.5pp | 1705.95%-1695.1pp | 550.52%-539.7pp |
| Employer contribution / active EE | $1,249 | $1,380-9.5% | $1,039+20.2% | $4,662-73.2% |
| Participant deferral / active EE | $2,666 | $2,622+1.7% | $1,952+36.5% | $6,690-60.2% |
| Admin fee / account holder | $5,016 | $3,321+51.0% | $2,822+77.7% | $13,400-62.6% |