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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 | $14,368 | $76,519-81.2% | $56,025-74.4% | $145,897-90.2% |
| Participation rate | 63.6% | 63.2%+0.4pp | 52.5%+11.1pp | 80.3%-16.7pp |
| Annual return | 15.60% | 3017.03%-3001.4pp | 1712.69%-1697.1pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,940 | $1,383+40.2% | $1,042+86.2% | $4,663-58.4% |
| Participant deferral / active EE | $2,439 | $2,624-7.1% | $1,955+24.8% | $6,689-63.5% |
| Admin fee / account holder | $366 | $3,331-89.0% | $2,828-87.1% | $13,390-97.3% |