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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 | $76,785+51.6% | $56,441+106.3% | $145,959-20.2% |
| Participation rate | 21.4% | 63.2%-41.8pp | 52.5%-31.1pp | 80.3%-58.9pp |
| Annual return | 15.01% | 3000.51%-2985.5pp | 1704.21%-1689.2pp | 561.95%-546.9pp |
| Employer contribution / active EE | $707 | $1,381-48.8% | $1,039-32.0% | $4,661-84.8% |
| Participant deferral / active EE | $925 | $2,624-64.7% | $1,953-52.6% | $6,689-86.2% |
| Admin fee / account holder | $8,620 | $3,334+158.5% | $2,829+204.7% | $13,398-35.7% |