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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 | $116,424 | $76,608+52.0% | $56,077+107.6% | $145,877-20.2% |
| Participation rate | 21.4% | 63.2%-41.8pp | 52.5%-31.1pp | 80.3%-58.9pp |
| Annual return | 15.01% | 3009.59%-2994.6pp | 1709.28%-1694.3pp | 551.28%-536.3pp |
| Employer contribution / active EE | $707 | $1,382-48.9% | $1,040-32.1% | $4,663-84.8% |
| Participant deferral / active EE | $925 | $2,624-64.7% | $1,954-52.7% | $6,691-86.2% |
| Admin fee / account holder | $8,620 | $3,325+159.3% | $2,825+205.2% | $13,402-35.7% |