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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 | $72,382 | $76,608-5.5% | $56,077+29.1% | $145,877-50.4% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 7.98% | 3009.59%-3001.6pp | 1709.28%-1701.3pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,820 | $1,382+104.1% | $1,040+171.0% | $4,663-39.5% |
| Participant deferral / active EE | $8,175 | $2,624+211.5% | $1,954+318.4% | $6,691+22.2% |
| Admin fee / account holder | $2,784 | $3,325-16.3% | $2,825-1.4% | $13,402-79.2% |