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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 | $76,522+52.1% | $56,033+107.8% | $145,884-20.2% |
| Participation rate | 21.4% | 63.2%-41.8pp | 52.5%-31.1pp | 80.3%-58.9pp |
| Annual return | 15.01% | 3014.28%-2999.3pp | 1711.38%-1696.4pp | 551.85%-536.8pp |
| Employer contribution / active EE | $707 | $1,382-48.9% | $1,041-32.1% | $4,662-84.8% |
| Participant deferral / active EE | $925 | $2,624-64.7% | $1,954-52.7% | $6,690-86.2% |
| Admin fee / account holder | $8,620 | $3,328+159.0% | $2,827+204.9% | $13,392-35.6% |