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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 | $51,201 | $138,102-62.9% | $125,381-59.2% | $134,532-61.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 1829.30% | 750.73%+1078.6pp | 572.31%+1257.0pp | 418.27%+1411.0pp |
| Employer contribution / active EE | $1,842 | $5,245-64.9% | $4,815-61.7% | $4,741-61.2% |
| Participant deferral / active EE | $4,322 | $7,801-44.6% | $7,448-42.0% | $6,401-32.5% |
| Admin fee / account holder | $1,366 | $11,568-88.2% | $10,007-86.4% | $11,429-88.1% |