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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 | $125,022 | $72,446+72.6% | $67,561+85.1% | $145,877-14.3% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.0pp | 80.3%-37.4pp |
| Annual return | 19.65% | 7211.98%-7192.3pp | 3525.44%-3505.8pp | 551.28%-531.6pp |
| Employer contribution / active EE | $1,169 | $3,072-62.0% | $2,735-57.3% | $4,663-74.9% |
| Participant deferral / active EE | $8,925 | $4,785+86.5% | $4,003+123.0% | $6,691+33.4% |
| Admin fee / account holder | $852 | $5,541-84.6% | $4,006-78.7% | $13,402-93.6% |