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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 | $121,001 | $76,608+57.9% | $56,077+115.8% | $145,877-17.1% |
| Participation rate | 34.8% | 63.2%-28.5pp | 52.5%-17.7pp | 80.3%-45.5pp |
| Annual return | 14.89% | 3009.59%-2994.7pp | 1709.28%-1694.4pp | 551.28%-536.4pp |
| Employer contribution / active EE | $682 | $1,382-50.6% | $1,040-34.5% | $4,663-85.4% |
| Participant deferral / active EE | $2,140 | $2,624-18.5% | $1,954+9.5% | $6,691-68.0% |
| Admin fee / account holder | $4,184 | $3,325+25.8% | $2,825+48.1% | $13,402-68.8% |