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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 | $76,522-81.2% | $56,033-74.4% | $145,884-90.2% |
| Participation rate | 63.6% | 63.2%+0.4pp | 52.5%+11.1pp | 80.3%-16.7pp |
| Annual return | 15.60% | 3014.28%-2998.7pp | 1711.38%-1695.8pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,940 | $1,382+40.3% | $1,041+86.4% | $4,662-58.4% |
| Participant deferral / active EE | $2,439 | $2,624-7.0% | $1,954+24.8% | $6,690-63.5% |
| Admin fee / account holder | $366 | $3,328-89.0% | $2,827-87.1% | $13,392-97.3% |