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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 | $149,336 | $76,634+94.9% | $56,054+166.4% | $145,978+2.3% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 13.52% | 3004.33%-2990.8pp | 1705.95%-1692.4pp | 550.52%-537.0pp |
| Employer contribution / active EE | $1,039 | $1,380-24.7% | $1,0390% | $4,662-77.7% |
| Participant deferral / active EE | $2,869 | $2,622+9.4% | $1,952+46.9% | $6,690-57.1% |
| Admin fee / account holder | $4,248 | $3,321+27.9% | $2,822+50.5% | $13,400-68.3% |