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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 | $42,648 | $76,522-44.3% | $56,033-23.9% | $145,884-70.8% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 11.20% | 3014.28%-3003.1pp | 1711.38%-1700.2pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,091 | $1,382-21.1% | $1,041+4.8% | $4,662-76.6% |
| Participant deferral / active EE | $5,713 | $2,624+117.7% | $1,954+192.4% | $6,690-14.6% |
| Admin fee / account holder | $2,824 | $3,328-15.1% | $2,827-0.1% | $13,392-78.9% |