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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 | $76,519+95.2% | $56,025+166.6% | $145,897+2.4% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.7pp | 80.3%-37.4pp |
| Annual return | 13.52% | 3017.03%-3003.5pp | 1712.69%-1699.2pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,039 | $1,383-24.9% | $1,042-0.3% | $4,663-77.7% |
| Participant deferral / active EE | $2,869 | $2,624+9.3% | $1,955+46.8% | $6,689-57.1% |
| Admin fee / account holder | $4,248 | $3,331+27.5% | $2,828+50.2% | $13,390-68.3% |