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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 | $102,494 | $76,634+33.7% | $56,054+82.8% | $145,978-29.8% |
| Participation rate | 45.5% | 63.2%-17.8pp | 52.5%-7.0pp | 80.3%-34.8pp |
| Annual return | 90.71% | 3004.33%-2913.6pp | 1705.95%-1615.2pp | 550.52%-459.8pp |
| Employer contribution / active EE | $451 | $1,380-67.3% | $1,039-56.6% | $4,662-90.3% |
| Participant deferral / active EE | $1,513 | $2,622-42.3% | $1,952-22.5% | $6,690-77.4% |
| Admin fee / account holder | $349 | $3,321-89.5% | $2,822-87.6% | $13,400-97.4% |