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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 | $113,154 | $76,522+47.9% | $56,033+101.9% | $145,884-22.4% |
| Participation rate | 5.3% | 63.2%-58.0pp | 52.5%-47.2pp | 80.3%-75.0pp |
| Annual return | 9.88% | 3014.28%-3004.4pp | 1711.38%-1701.5pp | 551.85%-542.0pp |
| Employer contribution / active EE | $250 | $1,382-81.9% | $1,041-76.0% | $4,662-94.6% |
| Participant deferral / active EE | $1,211 | $2,624-53.9% | $1,954-38.0% | $6,690-81.9% |
| Admin fee / account holder | $3,316 | $3,328-0.4% | $2,827+17.3% | $13,392-75.2% |