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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 | $90,684 | $76,522+18.5% | $56,033+61.8% | $145,884-37.8% |
| Participation rate | 15.4% | 63.2%-47.8pp | 52.5%-37.1pp | 80.3%-64.9pp |
| Annual return | 6.25% | 3014.28%-3008.0pp | 1711.38%-1705.1pp | 551.85%-545.6pp |
| Employer contribution / active EE | $529 | $1,382-61.7% | $1,041-49.2% | $4,662-88.7% |
| Participant deferral / active EE | $3,571 | $2,624+36.1% | $1,954+82.8% | $6,690-46.6% |
| Admin fee / account holder | $7,948 | $3,328+138.8% | $2,827+181.1% | $13,392-40.7% |