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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 | $139,650 | $72,446+92.8% | $67,561+106.7% | $145,877-4.3% |
| Participation rate | 58.3% | 76.9%-18.5pp | 72.9%-14.6pp | 80.3%-22.0pp |
| Annual return | 13.99% | 7211.98%-7198.0pp | 3525.44%-3511.5pp | 551.28%-537.3pp |
| Employer contribution / active EE | $4,088 | $3,072+33.1% | $2,735+49.5% | $4,663-12.3% |
| Participant deferral / active EE | $7,336 | $4,785+53.3% | $4,003+83.3% | $6,691+9.6% |
| Admin fee / account holder | $20,661 | $5,541+272.9% | $4,006+415.8% | $13,402+54.2% |