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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 | $147,929 | $88,702+66.8% | $81,780+80.9% | $145,978+1.3% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 15.20% | 1029.12%-1013.9pp | 776.27%-761.1pp | 550.52%-535.3pp |
| Employer contribution / active EE | $1,181 | $3,084-61.7% | $2,914-59.5% | $4,662-74.7% |
| Participant deferral / active EE | $3,000 | $4,645-35.4% | $4,321-30.6% | $6,690-55.2% |
| Admin fee / account holder | $1,600 | $8,414-81.0% | $7,384-78.3% | $13,400-88.1% |