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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 | $159,430 | $76,519+108.4% | $56,025+184.6% | $145,897+9.3% |
| Participation rate | 9.1% | 63.2%-54.1pp | 52.5%-43.4pp | 80.3%-71.2pp |
| Annual return | 11.52% | 3017.03%-3005.5pp | 1712.69%-1701.2pp | 552.29%-540.8pp |
| Employer contribution / active EE | $235 | $1,383-83.0% | $1,042-77.5% | $4,663-95.0% |
| Participant deferral / active EE | $1,091 | $2,624-58.4% | $1,955-44.2% | $6,689-83.7% |
| Admin fee / account holder | $1,894 | $3,331-43.1% | $2,828-33.0% | $13,390-85.9% |