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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 | $129,191 | $76,634+68.6% | $56,054+130.5% | $145,978-11.5% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.3pp | 80.3%-58.1pp |
| Annual return | 12.28% | 3004.33%-2992.0pp | 1705.95%-1693.7pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,257 | $1,380-8.9% | $1,039+21.0% | $4,662-73.0% |
| Participant deferral / active EE | $3,953 | $2,622+50.7% | $1,952+102.5% | $6,690-40.9% |
| Admin fee / account holder | $512 | $3,321-84.6% | $2,822-81.9% | $13,400-96.2% |