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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 | $76,634-5.5% | $56,054+29.1% | $145,978-50.4% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 7.98% | 3004.33%-2996.3pp | 1705.95%-1698.0pp | 550.52%-542.5pp |
| Employer contribution / active EE | $2,820 | $1,380+104.3% | $1,039+171.4% | $4,662-39.5% |
| Participant deferral / active EE | $8,175 | $2,622+211.7% | $1,952+318.7% | $6,690+22.2% |
| Admin fee / account holder | $2,784 | $3,321-16.2% | $2,822-1.4% | $13,400-79.2% |