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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 | $81,467 | $76,522+6.5% | $56,033+45.4% | $145,884-44.2% |
| Participation rate | 18.8% | 63.2%-44.5pp | 52.5%-33.7pp | 80.3%-61.6pp |
| Annual return | 12.58% | 3014.28%-3001.7pp | 1711.38%-1698.8pp | 551.85%-539.3pp |
| Employer contribution / active EE | $886 | $1,382-35.9% | $1,041-14.9% | $4,662-81.0% |
| Participant deferral / active EE | $2,558 | $2,624-2.5% | $1,954+30.9% | $6,690-61.8% |
| Admin fee / account holder | $2,811 | $3,328-15.6% | $2,827-0.6% | $13,392-79.0% |