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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 | $107,488 | $76,519+40.5% | $56,025+91.9% | $145,897-26.3% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 14.36% | 3017.03%-3002.7pp | 1712.69%-1698.3pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,137 | $1,383-17.8% | $1,042+9.2% | $4,663-75.6% |
| Participant deferral / active EE | $3,455 | $2,624+31.6% | $1,955+76.8% | $6,689-48.4% |
| Admin fee / account holder | $798 | $3,331-76.0% | $2,828-71.8% | $13,390-94.0% |