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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 | $161,568 | $81,763+97.6% | $58,561+175.9% | $139,466+15.8% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 9.71% | 7427.77%-7418.1pp | 4251.33%-4241.6pp | 373.66%-364.0pp |
| Employer contribution / active EE | $1,720 | $1,398+23.0% | $1,053+63.3% | $4,754-63.8% |
| Participant deferral / active EE | $8,062 | $2,555+215.6% | $1,923+319.2% | $6,712+20.1% |
| Admin fee / account holder | $1,153 | $3,273-64.8% | $2,520-54.3% | $11,409-89.9% |