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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 | $43,292 | $76,519-43.4% | $56,025-22.7% | $145,897-70.3% |
| Participation rate | 61.9% | 63.2%-1.3pp | 52.5%+9.4pp | 80.3%-18.4pp |
| Annual return | 20.66% | 3017.03%-2996.4pp | 1712.69%-1692.0pp | 552.29%-531.6pp |
| Employer contribution / active EE | $2,177 | $1,383+57.4% | $1,042+109.0% | $4,663-53.3% |
| Participant deferral / active EE | $5,011 | $2,624+90.9% | $1,955+156.4% | $6,689-25.1% |
| Admin fee / account holder | $1,471 | $3,331-55.8% | $2,828-48.0% | $13,390-89.0% |