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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 | $42,753 | $76,608-44.2% | $56,077-23.8% | $145,877-70.7% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 14.24% | 3009.59%-2995.3pp | 1709.28%-1695.0pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,111 | $1,382-19.6% | $1,040+6.8% | $4,663-76.2% |
| Participant deferral / active EE | $7,214 | $2,624+174.9% | $1,954+269.2% | $6,691+7.8% |
| Admin fee / account holder | $443 | $3,325-86.7% | $2,825-84.3% | $13,402-96.7% |